Senior Banker II - Denver Tech Center -

Bank of America•Greenwood Village, CO
•$26 - $33•Onsite

About The Position

At Bank of America, the Senior Banker II helps individual and small business clients uncover personal banking needs, recommends appropriate solutions, and connects clients with specialists. The role balances service requests and transactional activities, including in-person service and inbound calls, with proactive client outreach, consistent follow-up, and complex client engagements. The banker builds and deepens client relationships, responds to inquiries, and introduces banking products such as checking and savings accounts, credit cards, CDs, IRAs, and loans. The role also supports clients with self-service technologies, collaborates with consumer and small business partners, and follows applicable processes, laws, and regulatory requirements. The position is open across the market; the specific financial center is based on business needs. The employee may train at one center and later move to another within a reasonable commuting distance, as permitted by applicable law.

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 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 needs-based solutions for new and existing clients.
  • Strong written and verbal communication skills.
  • Ability to communicate confidently and engage 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 multitasking skills.
  • Must be a commissioned notary or successfully obtain a notary commission in the state of employment within a few months of starting; the exact timeframe varies by location and state law.
  • Must be able to work weekends and/or extended hours, which may include 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 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.

Responsibilities

  • Build and deepen client relationships by uncovering financial needs and recommending appropriate 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 client 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 expertise from prior roles to serve clients with more complex financial needs.
  • Partner with teams to provide consumer and small business solutions, services, and strategies, helping clients navigate their priorities.
  • Assist, educate, and train clients in conducting simple transactions using self-service technologies.
  • Use available resources, technologies, and processes to optimize client experience and operational excellence and accuracy.
  • Follow established processes, laws, and guidelines for daily activities such as opening accounts, account maintenance, and Digital Assisted Shopping.
  • Manage client interactions by taking appropriate actions for the bank and clients while complying with regulatory requirements.
  • Work weekends and/or extended hours, potentially at any financial center within a reasonable distance.

Benefits

  • Industry-leading benefits; the role is currently benefits eligible.
  • Access to paid time off.
  • Resources and support for employees.
  • Formulaic incentive plan eligibility, with potential monthly, quarterly, and/or annual incentives based on performance against defined metrics.
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