Senior Banker II - Orleans Financial Center

Bank of America • Orleans, VT

1d • $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 to specialists. The role balances service requests and transactional activities, including in-person service and inbound calls, while proactively engaging clients, following up consistently, and handling complex client interactions.

The Senior Banker II builds and deepens client relationships by identifying financial needs and recommending relevant products, services, and solutions. The role introduces and fulfills banking products, refers clients to partners for licensed sales functions, manages transaction risk, and supports clients in using self-service technologies. The position also collaborates with teams to provide consumer and small business solutions and adheres to operational processes, laws, and regulatory requirements.

This is an in-office role at the Orleans Financial Center. The schedule is first shift, 40 hours per week, with weekend and/or extended hours possible. The role is eligible for a formulaic incentive plan and benefits. Pay is $26.00–$32.50 per hour, with offers determined by experience, education, and skill set.

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, a focus on results, and a commitment to acting 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 and confidence engaging 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 able to obtain a notary commission in the state of employment within a few months of starting; timeframe varies by location and state law.
• Must be able to work weekends and/or extended hours, which may include assignments at any financial center within a reasonable distance.
• High school diploma, GED, secondary school, 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 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 uncovering financial needs and recommending suitable 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 client 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.
• Use expertise from prior roles to engage 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 their priorities.
• Assist, educate, and train clients in conducting simple transactions through self-service technologies.
• Use available resources, technologies, and processes to optimize client experience and operational excellence and accuracy.
• Follow established processes, laws, and guidelines for 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.
• 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 are earned based on performance against defined metrics.

What This Job Offers

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