Senior Banker II - Pluckemin - Burnt Mills Financial Center

Bank of America • Bedminster Township, NJ

12d • $26 - $33 • Onsite

About The Position

At Bank of America, Senior Banker II helps individual and small business clients identify personal banking needs, provides suitable banking solutions, and connects clients with specialists. The role balances service requests with transactional activities, including in-person service and inbound calls, while proactively engaging clients, following up consistently, and managing complex client interactions.

The banker builds and deepens relationships, responds to client inquiries, introduces and fulfills banking products, quotes rates and terms, and manages risk and operational accuracy. The role also helps clients use self-service technologies and follows established processes, laws, and regulatory requirements. The position is based at the Burnt Mills Financial Center in Pluckemin, New Jersey, is an in-office role, and is scheduled for 40 hours per week on the first shift. Weekend and/or extended hours may be required, and scheduling may include other financial centers within a reasonable distance.

Requirements

• At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
• Be an enthusiastic, highly motivated self-starter with a strong work ethic and focus on results in the client’s best interest.
• Collaborate effectively and build and nurture strong relationships.
• Show commitment and drive to improve clients’ financial lives.
• Confidently identify solutions for new and existing clients based on their needs.
• Strong written and verbal communication skills; communicate confidently in person and by phone with all clients.
• 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 ability to organize, prioritize, and perform multiple tasks simultaneously.
• Be a commissioned notary or successfully obtain a notary commission in the state of employment within a few months of starting; timeframe varies by location and state law.
• Ability to work weekends and/or extended hours, potentially at any financial center within a reasonable distance.
• High school diploma, GED, secondary school, or equivalent.
• Ability to work 40 hours per week on the first shift.

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.
• 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 for licensed sales functions and refer clients to partners, including 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 to client engagements involving more complex financial needs.
• Partner with teams to provide consumer and small business solutions, services, and strategies based on clients’ needs and life 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 activities such as account opening, account maintenance, and Digital Assisted Shopping.
• Manage client interactions in the best interests of the bank and clients while complying with regulatory requirements.

Benefits

• Benefits eligibility.
• Access to paid time off.
• Formulaic incentive plan eligibility, with incentive opportunities potentially monthly, quarterly, and/or annual, based on performance against defined metrics.
• Affordable, competitive, and flexible benefits supporting employees’ physical, emotional, and financial wellness.

What This Job Offers

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