Senior Banker II - Greenville Financial Center

Bank of America • Greenville, NC

1d • Onsite

About The Position

At Bank of America, the Senior Banker II helps individual and small business clients identify personal banking needs, recommends appropriate solutions, and connects clients with specialists. The role balances client service requests with transactional activities, including in-person service and inbound calls. It involves proactively connecting with clients, following up consistently, and handling complex and diverse client engagements. The role is based at the Greenville Financial Center and is an in-office position supporting client collaboration and service.

Requirements

• At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
• Strong work ethic, self-motivation, and focus on results and client interests.
• Ability to collaborate effectively and build and nurture strong relationships.
• 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 start date; the exact timeframe varies by location.
• Must be able to work weekends and/or extended hours, including possible scheduling 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 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 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 requiring licensed sales support 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 expertise to serve clients with more complex financial needs.
• Partner with teams to provide consumer and small business solutions, services, and strategies to financial center clients.
• Help clients conduct simple transactions through self-service technologies by assisting, educating, and training them.
• Use available resources, technologies, and processes to optimize client experience and operational accuracy.
• Follow established processes, laws, and guidelines for daily activities, including account opening, account maintenance, and Digital Assisted Shopping.
• Manage client interactions in the best interests of the bank and its clients while complying with regulatory requirements.

Benefits

• Benefits-eligible role with access to paid time off and employee resources and support.
• Formulaic incentive plan eligibility, 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