Senior Banker II - South Side Flats

Bank of America•Pittsburgh, PA

3d•Onsite

About The Position

At Bank of America, Senior Banker II helps uncover personal banking needs for individual and small business clients, offers appropriate solutions, and connects clients with specialists. The role balances service requests and transactional activities, including in-person interactions and inbound calls. Bank of America describes its culture as focused on Responsible Growth, inclusion, collaboration, career development, and supporting teammates’ physical, emotional, and financial wellness. The company maintains an in-office culture, with flexibility based on role responsibilities and business needs. The Senior Banker II builds and deepens client relationships, responds to inquiries, introduces banking products, and supports clients with increasingly complex financial needs. The role also manages risk, makes referrals to relevant partners, educates clients about self-service technologies, and follows established processes and regulatory requirements. This is a first-shift role scheduled for 40 hours per week.

Requirements

High school diploma, GED, secondary school education, or equivalent.
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 deliver an experience that improves 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 skills 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 work within a few months of the role’s start date; exact timing varies by location and state law.
Ability to work weekends and/or extended hours, potentially at any financial center location within a reasonable distance.

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 previous 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 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 engage with clients whose financial needs are more complex.
Partner with teams to provide consumer and small business solutions, services, and strategies to financial center clients.
Assist, educate, and train clients on 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 daily activities, including opening accounts, account maintenance, and Digital Assisted Shopping.
Manage client interactions by choosing an appropriate course of action for the bank and clients while meeting regulatory requirements.
Work weekends and/or extended hours as required, potentially at any financial center location within a reasonable distance.