Senior Banker II - Fremont and Folsom Financial Center

Bank of America • San Francisco, CA

25d • Onsite

About The Position

At Bank of America, the Senior Banker II helps individual and small business clients uncover personal banking needs, receive appropriate solutions, and connect with specialists. The role balances service requests and transactional activities, including in-person service and inbound calls. It involves proactively engaging clients, following up consistently, and handling complex and diverse client interactions.

The Senior Banker builds and deepens client relationships by identifying financial needs and recommending suitable products, services, and solutions. The role introduces and fulfills banking products, refers clients to partners for licensed sales functions, provides information about rates and terms, manages risk, and helps clients use self-service technology. The Senior Banker also follows established processes and regulatory requirements while completing account openings, account maintenance, and Digital Assisted Shopping.

Bank of America describes an in-office culture intended to support collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs. This is a first-shift position scheduled for 40 hours per week. The listed pay range is $26.00–$32.50 per hour, with offers based on experience, education, and skills; the position is eligible for a formulaic incentive plan and benefits.

Requirements

• At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results in clients’ best interests.
• Ability to collaborate effectively and build and nurture strong relationships.
• Passion, commitment, and drive to deliver an experience that improves clients’ financial lives.
• Confidence identifying solutions for new and existing clients based on their needs.
• Strong written and verbal communication skills.
• Ability to communicate effectively and confidently and engage clients in person and by phone.
• Ability to learn and adapt to new information and technology platforms, handle ambiguity, and adapt to changing circumstances.
• Strong critical-thinking and problem-solving skills.
• Effective time-management skills and ability to organize, prioritize, and perform multiple tasks simultaneously.
• Must be a commissioned notary or successfully obtain a notary commission in the state of employment within a few months of the role’s start date; the exact timeframe varies by location and state laws.
• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center within a reasonable distance.
• High School Diploma, GED, secondary school education, or equivalent.
• Must meet applicable FDIC and Loan Originator criminal-history restrictions.

Nice To Haves

• Associate’s or bachelor’s degree in business, finance, or a related field.
• Experience working in a financial center where goals were met or exceeded.
• Retail and/or sales experience in a salary-plus-incentive environment.
• Experience in an environment with individual and/or team goals that were routinely met or exceeded.
• Experience with financial information, spreadsheets, and financial skills.
• Knowledge of banking products and services.
• Strong computer skills, including Microsoft applications, and prior experience using laptop technology.
• Skills in active listening, business acumen, customer and client focus, oral communications, problem solving, account management, client experience, branding, client management, client solutions advisory, relationship building, business development, pipeline management, prospecting, referral identification, and referral management.

Responsibilities

• Build and deepen relationships with clients by uncovering financial needs and recommending appropriate products, services, and solutions.
• Respond to customer inquiries and concerns and create customized solutions.
• Introduce and fulfill banking products, including checking and savings accounts, credit cards, CDs, IRAs, and loans.
• Identify client needs for licensed sales functions and refer clients to partners, including Merrill, Lending, and Small Business.
• Quote rates, terms, and programs for banking solutions.
• Manage risk in business, product, and service transactions using available tools.
• Engage with clients whose financial needs are more complex, drawing on expertise from prior roles.
• Partner with teams to provide consumer and small business solutions, services, and strategies, and help clients navigate life priorities.
• Assist, educate, and train clients in using self-service technologies for simple transactions.
• Use available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy.
• Follow established processes, laws, and guidelines for activities such as account opening, account maintenance, and Digital Assisted Shopping.
• Manage client interactions by choosing an appropriate course of action for the bank and clients while meeting regulatory requirements.
• Balance service requests and transactional activities, including in-person and inbound-call delivery.
• Proactively connect with clients and conduct consistent follow-up.

Benefits

• Benefits eligibility.
• Paid time off.
• Resources and support for employees.
• Eligibility to participate in a formulaic incentive plan with opportunities determined by the applicable line-of-business plan provisions and performance against defined metrics.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED