Senior Banker II - Armonk Main Financial Center

Bank of America•Armonk, NY

9d•$26 - $33•Onsite

About The Position

At Bank of America, the Senior Banker II helps individual and small business clients uncover personal banking needs, offers appropriate solutions, and connects clients with specialists. The role balances service requests and transactional activities, including in-person service and inbound calls, with proactive client outreach, consistent follow-up, and complex client engagements. The position is based at the Armonk Main Financial Center in Armonk, New York, and is part of the bank’s in-office culture, with role-specific flexibility based on responsibilities and business needs. The Senior Banker II builds and deepens client relationships, responds to inquiries and concerns, recommends and fulfills banking products, and refers clients to partners for licensed services. The role also helps clients use self-service technologies, manages transaction and regulatory risk, and follows established procedures for account opening, maintenance, and Digital Assisted Shopping. The position works 40 hours per week on first shift and 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.
High school diploma, GED, secondary school, or equivalent.
Must be a commissioned notary or able to obtain a notary commission in the state of employment within a few months of starting; the 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.
Strong written and verbal communication skills, including confidence engaging clients in person and by phone.
Ability to identify solutions for new and existing clients based on their needs.
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 and organizational skills, including the ability to prioritize and handle multiple tasks simultaneously.
Strong work ethic, self-motivation, and focus on results while acting in clients’ best interests.
Ability to collaborate effectively and build and nurture strong relationships.
Passion, commitment, and drive to improve clients’ financial lives.

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 identifying financial needs and recommending suitable products, services, and solutions.
Respond to client inquiries and concerns and provide 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 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.
Engage with clients who have more complex financial needs, drawing on expertise from a prior role.
Partner with teams to provide consumer and small business solutions, services, and strategies, and help clients navigate their priorities.
Assist, educate, and train clients on 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 for daily activities, including account opening, account maintenance, and Digital Assisted Shopping.
Manage client interactions by choosing an appropriate course of action for the bank and clients while complying with regulatory requirements.