Senior Banker II - North Monroe Financial Center

Bank of America•Tallahassee, FL

2d•Onsite

About The Position

At Bank of America, the Senior Banker II helps individual and small business clients uncover personal banking needs, find appropriate solutions, and connect with specialists. The role balances client service requests with transactional work, including in-person service and inbound calls. It involves proactive client outreach, consistent follow-up, and handling complex and diverse client engagements. The position is based in an in-office financial center environment, with role-specific flexibility according to business needs.

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 acting in the client's best interest.
Ability to collaborate effectively and build and maintain strong relationships.
Commitment and drive to deliver an experience that improves clients' financial lives.
Confidence identifying needs-based solutions for new and existing clients.
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 ability to handle multiple tasks simultaneously.
Must be a commissioned notary or able to obtain a notary commission in the state of employment within a few months of starting; exact timing varies by location and state law.
Must be able to work weekends and/or extended hours, which may include assignment to any financial center location 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 and/or sales experience in a salary-plus-incentive environment.
Experience working toward 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 functions and refer clients to partners such as 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 serving clients with 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 client experience and operational accuracy.
Follow established processes, laws, and guidelines for activities such as opening accounts, account maintenance, and Digital Assisted Shopping.
Manage client interactions in the best interests of the bank and clients while complying with regulatory requirements.