Senior Banker II - West Loop Financial Center

Bank of America • Chicago, IL

17d • $26 - $33 • Onsite

About The Position

The Senior Banker II helps uncover personal banking needs for individual and small business clients, offers appropriate solutions, and connects clients with specialists. The role balances 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.

The Senior Banker builds and deepens client relationships by identifying financial needs and recommending suitable banking products and services. The role supports clients with consumer and small business solutions, helps them navigate life priorities, and educates them on using self-service technologies. The banker also follows applicable processes, laws, and regulatory requirements while managing risk and delivering accurate, high-quality service.

This is an in-office role at the West Loop Financial Center in Chicago, Illinois. The position is first shift, 40 hours per week, and requires weekend and/or extended-hours availability. The posted pay range is $26.00–$32.50 per hour, with offers based on experience, education, and skill set. The role 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.
• Strong written and verbal communication skills, with confidence engaging clients in person and by phone.
• Ability to identify solutions for new and existing clients based on their needs.
• Ability to collaborate effectively and build and nurture strong relationships.
• Strong work ethic, motivation, and focus on results and client interests.
• Ability to learn and adapt to new information and technology platforms, handle ambiguity, and respond to changing circumstances.
• Strong critical-thinking and problem-solving skills.
• Effective time-management, organization, prioritization, and multitasking skills.
• Must be a commissioned notary or be able to obtain a notary commission in the state of employment within a few months of starting; the exact timeframe varies by location due to state laws.
• Must be able to work weekends and/or extended hours, potentially at any financial center within a reasonable distance.
• Minimum education requirement: 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 toward 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 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.
• Apply expertise from prior roles to interactions with clients who have more complex financial needs.
• Partner with teams to provide consumer and small business solutions, services, and strategies to financial center clients.
• 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 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.

Benefits

• Industry-leading benefits; the role is currently benefits eligible.
• Access to paid time off.
• Resources and support for employees.
• Eligibility to participate in a formulaic incentive plan, with opportunities that may be monthly, quarterly, and/or annual and earned based on performance against defined metrics.

What This Job Offers

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