Senior Banker II - Nampa

Bank of America•Nampa, ID

2d•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 combines client service requests and transactional activities, including in-person service and inbound calls. It involves proactively engaging clients, following up consistently, and handling complex, varied client interactions. The Senior Banker II builds and deepens client relationships by identifying financial needs and recommending relevant products and services. The position also supports clients in using self-service technologies, contributes to operational accuracy and excellence, and follows applicable processes, laws, and regulatory requirements. This role is based in a financial center and requires the ability to work weekends and/or extended hours, potentially at another financial center within a reasonable distance.

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 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 needs-based solutions for new and existing clients.
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 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 credential, or equivalent.
Ability to work first shift and 40 hours per week.

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 communication, 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 identifying financial needs and recommending appropriate products, services, and solutions.
Respond to client inquiries and concerns and develop customized solutions.
Introduce and fulfill banking products, including checking and savings accounts, credit cards, CDs, IRAs, and loans.
Identify needs involving 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.
Apply expertise to interactions with clients who have 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 through 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 activities such as opening accounts, account maintenance, and Digital Assisted Shopping.
Manage client interactions in the best interests of the bank and its clients while complying with regulatory requirements.