Senior Banker II - Trenholm Road Financial Center

Bank of America•Columbia, SC

2d•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 and inbound-call delivery. It proactively engages clients, follows up consistently, and handles complex and diverse client interactions. The position builds and deepens client relationships, recommends banking products and services, and supports clients in navigating their financial priorities. It also helps clients use self-service technologies and leverages available resources and processes to provide accurate, operationally excellent service while complying with laws, regulations, and established procedures. Bank of America describes its culture as inclusive and focused on collaboration, career development, and teammate wellness. The company is committed to an in-office culture, with 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 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 solutions for new and existing clients based on their needs.
Strong written and verbal communication skills and comfort engaging clients in person and by phone.
Ability to learn and adapt to new information and technology platforms, handle ambiguity, and adjust 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 role's start date; timeframe varies by location.
Must be able to work weekends and/or extended hours, which may include being scheduled at another financial center within a reasonable distance.
High school diploma, GED, secondary school credential, 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.
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 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 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.
Use prior-role expertise to engage with clients who have 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 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 activities such as account opening, account maintenance, and Digital Assisted Shopping.
Manage client interactions by choosing an appropriate course of action for the bank and its clients while meeting regulatory requirements.
Work weekends and/or extended hours as required, potentially at any financial center within a reasonable distance.