Senior Banker II - Campbell Adelaide Financial Center - bilingual Spanish required

Bank of America•Tucson, AZ

1d•Onsite

About The Position

At Bank of America, the Senior Banker II helps individual and small business clients identify personal banking needs, offers appropriate solutions, and connects clients to specialists. The role balances client service requests with transactional activities, including in-person and inbound-call support. It involves proactive client engagement, regular follow-up, and handling complex and diverse client interactions. The Senior Banker builds and deepens client relationships by identifying financial needs and recommending products, services, and solutions. The role supports consumer and small business clients, educates them on self-service technologies, and applies available resources and processes to provide an accurate, effective client experience while following established procedures and regulatory requirements. The position is based in an in-office culture. Weekend and/or extended-hour work may be required, and the employee may be scheduled at any financial center within a reasonable distance. The posting designates 5% travel. Spanish bilingual ability is required.

Requirements

At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
Bilingual Spanish ability.
Commissioned notary status, or ability to successfully obtain a notary commission in the state of work within a few months of the start date; the exact timeframe varies by location.
Ability to work weekends and/or extended hours, potentially at any financial center within a reasonable distance.
Strong written and verbal communication skills, including 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, organization, prioritization, and multitasking skills.
Strong work ethic, self-motivation, focus on results, and commitment to acting in the client's best interest.
Ability to collaborate effectively and build and nurture strong relationships.
Commitment and drive to deliver an experience that improves clients' financial lives.
Confidence identifying solutions for new and existing clients based on their needs.

Nice To Haves

Associate's or bachelor's degree in business, finance, or a related field.
Experience 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.

Responsibilities

Build and deepen client relationships by uncovering 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 from prior roles when working 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 the client experience and deliver operational excellence and accuracy.
Follow established processes, laws, and guidelines for activities such as opening accounts, account maintenance, and Digital Assisted Shopping.
Manage client interactions by taking appropriate action for the bank and its clients and complying with regulatory requirements.