Senior Banker II - North Academy -

Bank of America • Colorado Springs, CO

14d • $26 - $33 • Onsite

About The Position

At Bank of America, the Senior Banker II helps individual and small business clients uncover 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 connecting with clients, following up consistently, and handling complex and diverse client engagements.

This position is open across the market, and the specific Financial Center location will be based on business needs. The employee will train at one financial center and may then move to another location within a reasonable commuting distance of home, to the extent permitted by applicable law. Bank of America describes its work culture as in-office, with expectations 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 and acting in the client's best interest.
• 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 needs-based solutions for new and existing clients.
• Strong written and verbal communication skills.
• Ability to communicate confidently and effectively 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, and prioritization skills, including the 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 starting; the exact timeframe varies by location and state law.
• Must be able to work weekends and/or extended hours, which may include scheduling at any financial center within a reasonable distance.
• High school diploma, GED, secondary school, or equivalent.
• Skills include 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.

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 prior experience using laptop technology.

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 client needs for licensed sales functions and refer clients to partners in Merrill, Lending, and Small Business.
• Quote rates, terms, and programs for banking solutions.
• Manage risk in business, product, and service transactions using available tools.
• Apply expertise from prior roles when engaging with clients who have more complex financial needs.
• Partner with teams to provide consumer and small business solutions, services, and strategies, helping clients navigate personal financial priorities.
• Assist, educate, and train clients in conducting simple transactions through self-service technologies.
• Use available resources, technologies, and processes to optimize client experience and deliver operational excellence and accuracy.
• Follow established processes, laws, and guidelines for daily activities such as 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.

Benefits

• Benefits eligibility.
• Paid time off.
• Access to resources and support for employees.
• Formulaic incentive plan eligibility, 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