Senior Banker II - Quail Roost Financial Center - English and Spanish Language Required

Bank of America•Miami, FL

2d•Onsite

About The Position

At Bank of America, Senior Banker II helps individual and small business clients identify personal banking needs, find appropriate solutions, and connect with specialists. The role balances service requests and transactional activities, including in-person and inbound-call support. Bank of America describes an in-office culture intended to support collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs. The Senior Banker II builds client relationships, offers and fulfills banking products, and supports clients with financial needs of varying complexity. The position also helps clients use self-service technologies, works with internal partners on consumer and small business solutions, and follows established operational, legal, and regulatory requirements. The role is scheduled for 40 hours per week on first shift and requires English and Spanish communication skills.

Requirements

At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
English and Spanish language skills.
Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results and clients’ best interests.
Ability to collaborate effectively and build and nurture strong relationships.
Passion, commitment, and drive to deliver experiences that improve clients’ financial lives.
Confidence identifying solutions for new and existing clients based on their needs.
Strong written and verbal communication skills, with comfort 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 and ability to organize, prioritize, and perform multiple tasks simultaneously.
Commissioned notary, or ability to successfully obtain a notary commission in the state of employment within a few months of starting; exact timeframe varies by location due to state laws.
Ability to work weekends and/or extended hours, including possible scheduling at any 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 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 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 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.
Apply expertise to client engagements involving more complex financial needs.
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 improve the client experience and deliver operational excellence and accuracy.
Follow established processes, laws, and guidelines for daily 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.
Proactively connect with clients and conduct consistent follow-up routines.
Work weekends and/or extended hours as required, and potentially at any financial center within a reasonable distance.