Senior Banker II - Fremont and Folsom Financial Center

Bank of America • San Francisco, CA

1d • $26 - $33 • Onsite

About The Position

At Bank of America, this role supports the company’s purpose of helping make financial lives better through client connections and Responsible Growth. The Senior Banker II helps uncover the personal banking needs of individual and small business clients, offers appropriate solutions, and connects clients with specialists. The role balances client service requests and transactional activities, including in-person interactions and inbound calls, while proactively engaging clients, following up consistently, and managing complex and diverse client engagements.

The role is based in a financial center and involves building client relationships, recommending and fulfilling banking solutions, managing risk, and maintaining operational accuracy and regulatory compliance. Bank of America describes its culture as inclusive and caring, with an in-office approach intended to support collaboration, engagement, and career development. The position is first shift and scheduled for 40 hours per week.

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 client interests.
• 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 communicate confidently and engage 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.
• Must be a commissioned notary or able to obtain a notary commission in the state of employment within a few months of the start date; timing varies by location and state law.
• Must be able to work weekends and/or extended hours, and may be scheduled 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 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 uncovering financial needs and recommending suitable 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.
• Apply expertise from prior roles when engaging 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 on simple transactions using 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 for activities such as opening accounts, 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

• Access to paid time off.
• Industry-leading benefits and resources and support for employees.
• Eligibility to participate in a formulaic incentive plan, with incentives based on performance against defined metrics.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED