Senior Banker II - New Canaan Financial Center

Bank of America • New Canaan, CT

13d • $26 - $33 • Onsite

About The Position

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

The Senior Banker II partners with teams to deliver consumer and small business solutions, services, and strategies; helps clients use self-service technologies; and uses available resources and processes to provide an accurate, effective client experience. The role follows established processes, laws, and guidelines for activities such as account opening and maintenance, handles client interactions in accordance with regulatory requirements, and responds to inquiries and concerns with customized solutions.

This is an in-office financial center role based in New Canaan, Connecticut. It is a first-shift position scheduled for 40 hours per week, with required availability for weekends and/or extended hours and travel to nearby financial center locations. The position pays $26.00–$32.50 per hour, with offers based on experience, education, and skills. It is eligible for a formulaic incentive plan and benefits, including paid time off.

Requirements

• At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment; alternatively, at least six months in a Bank of America Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) role.
• Enthusiastic, highly motivated self-starter with a strong work ethic, a focus on results, and the ability to act in clients’ best interests.
• Ability to collaborate effectively and build and nurture strong relationships.
• Passion, commitment, and drive to deliver experiences that improve clients’ financial lives.
• Confidence identifying solutions for new and existing clients based on their needs.
• Strong written and verbal communication skills; ability to communicate 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, organization, prioritization, and ability to perform multiple tasks simultaneously.
• Must be commissioned as a notary or able to 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.
• Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance.
• High school diploma, GED, secondary school credential, or equivalent.

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 working 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 previous experience using laptop technology.

Responsibilities

• Partner with teams to provide consumer and small business solutions, services, and strategies to financial center clients, helping them navigate personal banking needs and life priorities.
• Assist, educate, and train clients in conducting simple transactions using self-service technologies.
• Use available resources, technologies, and processes to optimize the client experience and ensure operational excellence and accuracy.
• Follow established processes, laws, and guidelines for day-to-day activities, including account opening, account maintenance, and Digital Assisted Shopping.
• Manage client interactions by choosing appropriate actions for the bank and its clients and complying with regulatory requirements.
• Respond to client inquiries and concerns and create customized solutions through in-person interactions and inbound calls.
• Proactively connect with clients and conduct consistent follow-up routines.
• Work weekends and/or extended hours and travel to any financial center location within a reasonable distance.

Benefits

• Benefits eligibility
• Paid time off
• Access to employee resources and support
• Eligibility to participate in a formulaic incentive plan, with opportunities that may be monthly, quarterly, and/or annual and are earned based on performance against defined metrics

What This Job Offers

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