Senior Banker II - The Field Building Financial Center

Bank of America•Chicago, IL

5d•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 client service requests and transactional activities, including in-person service and inbound calls. It involves proactive client outreach, consistent follow-up, and handling complex and diverse client engagements. The Senior Banker II builds and deepens client relationships by identifying financial needs, responding to inquiries, and recommending banking products and services. The role supports consumer and small business clients, helps them navigate financial priorities, educates them about self-service technologies, and delivers accurate, compliant service. The position is based at The Field financial center in Chicago, Illinois, and is an in-office role. The schedule is first shift, 40 hours per week, with weekends and/or extended hours required as needed. Compensation is $26.00–$32.50 per hour, with eligibility for a formulaic incentive plan. The position is benefits eligible.

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 in the client’s best interest.
Ability to collaborate effectively and build and nurture strong relationships.
Passion, 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; ability to engage clients confidently 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 and ability to organize, prioritize, and 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 role’s start date; exact timing varies by location and state law.
High School Diploma, GED, Secondary School, or equivalent.
Ability to work weekends and/or extended hours as required.

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 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 client needs for 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 working with clients who have more complex financial needs.
Partner with teams to provide consumer and small business solutions, services, and strategies to financial center clients.
Assist, educate, and train clients on completing simple transactions through self-service technologies.
Use available resources, technologies, and processes to optimize the client experience and ensure operational excellence and accuracy.
Follow established processes, laws, and guidelines when performing daily activities, including account opening, account maintenance, and Digital Assisted Shopping.
Manage client interactions by choosing an appropriate course of action for the bank and clients while following regulatory requirements.
Work weekends and/or extended hours, which may include being scheduled at any financial center within a reasonable distance.