Senior Banker II - Denver Tech Center

Bank of America•Greenwood Village, CO
•Onsite

About The Position

At Bank of America, this role helps individual and small business clients identify personal banking needs, recommends suitable products and solutions, and connects clients with specialists. The position combines relationship building and proactive client engagement with handling service requests, transactions, in-person assistance, and inbound calls. It also involves complex client interactions, consistent follow-up, and helping clients navigate financial priorities. The position is open across the market, with the specific financial center determined by business needs. The successful candidate will train at one financial center and may later move to another location within a reasonable commuting distance of home, where permitted by law. Bank of America describes its culture as inclusive and caring, with an in-office approach intended to support collaboration, engagement, and career development. This is a 1st-shift role for 40 hours per week. The listed 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, including paid time off.

Requirements

  • At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
  • Strong work ethic, motivation, self-starting ability, and focus on results in the client's best interest.
  • Ability to collaborate effectively and build and nurture strong relationships.
  • 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, including confidence engaging clients in person and by phone.
  • 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 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 start date; the exact timeframe varies by location and state law.
  • Must be able to work weekends and/or extended hours, including scheduling at a 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 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 identifying financial needs and recommending appropriate products, services, and solutions.
  • Respond to client 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 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.
  • 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 to financial center clients.
  • Assist, educate, and train clients in using self-service technologies for simple transactions.
  • Use available resources, technologies, and processes to improve the client experience and operational accuracy.
  • Follow established processes, laws, and guidelines for daily activities, including 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.
  • Work weekends and/or extended hours as required, potentially at any financial center within a reasonable distance.

Benefits

  • Benefits eligibility
  • Paid time off
  • Access to resources and support for employees
  • Formulaic incentive plan eligibility, with incentives based on performance against defined metrics
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