Senior Banker II - Stateline Station Financial Center

Bank of America•Kansas City, KS

11d•Onsite

About The Position

At Bank of America, the Senior Banker II helps individual and small business clients identify personal banking needs, recommends appropriate solutions, and connects clients with specialists. The role balances client service requests and transactional activities, including in-person interactions and inbound calls. It involves proactively engaging clients, following up consistently, and managing complex and diverse client interactions. The position is open across the entire market, and the specific financial center will be based on business needs. The employee will train at one financial center and may potentially move to another location within a reasonable commuting distance of home, as permitted by applicable law. Bank of America describes its culture as inclusive and caring, with an in-office approach intended to support collaboration, engagement, and career development, and flexibility based on role responsibilities and business needs.

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, acting in the client's best interest.
Ability to collaborate effectively and build and nurture strong relationships.
Passion, commitment, and drive to 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 to meet client needs.
Effective time management, organization, prioritization, and ability to 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 law.
Must be able to work weekends and/or extended hours, potentially at any financial center within a reasonable distance.
High school diploma, GED, secondary school qualification, 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 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 client relationships by uncovering financial needs and recommending suitable 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 needs for licensed sales functions and refer clients to partners such as Merrill, Lending, and Small Business.
Quote rates, terms, and programs for banking solutions.
Manage risk in business, product, and service transactions using available tools.
Use expertise from prior roles to serve clients with more complex financial needs.
Partner with teams to provide consumer and small business solutions, services, and strategies, and help clients navigate personal financial 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 deliver operational excellence and accuracy.
Follow established processes, laws, and guidelines in day-to-day activities, including account opening, account maintenance, and Digital Assisted Shopping.
Manage client interactions by choosing an appropriate course of action for the bank and its clients and complying with regulatory requirements.