Senior Banker II - Castle Rock

Bank of America • Castle Rock, CO

14d • $26 - $33 • Onsite

About The Position

At Bank of America, the Senior Banker II helps individual and small business clients uncover their 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, with proactive client outreach, consistent follow-up, and management of complex client engagements.

The position works to build and deepen client relationships by identifying needs and introducing banking products and solutions. It also helps clients use self-service technologies, supports accurate and compliant account activity, and partners with internal teams to provide consumer and small business solutions. The role is open across the market; the assigned Financial Center location is determined by business needs. The employee will train at one Financial Center and may then move to another location within a reasonable commuting distance of home, as permitted by law. Bank of America describes its approach as an in-office culture 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 client interests.
• Ability to collaborate effectively and build and nurture strong relationships.
• Passion, 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.
• 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, 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 the start date; exact timing varies by location and state law.
• Must be able to work weekends and/or extended hours, potentially 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 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.

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 previous 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 requiring 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 complex financial needs, applying expertise from a prior role.
• Partner with teams to provide consumer and small business solutions, services, and strategies, and help clients navigate life 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 when performing daily activities such as opening accounts, 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.
• Work weekends and/or extended hours, including possible scheduling at any Financial Center within a reasonable distance.

Benefits

• Benefits eligibility.
• 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