Senior Banker II - 19th and Thunderbird

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth and deliver for our clients, teammates, communities, and shareholders every day. Our inclusive workplace supports teammates’ physical, emotional, and financial wellness through affordable, competitive, and flexible benefits. We value diverse perspectives shaped by military service, community college education, and varied work and life experiences, fostering resilience, leadership, and innovation.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development, with clear in-office expectations and role-specific flexibility.

Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance. All designated roles require 5% travel.

About the role

This role is responsible for uncovering personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include balancing service requests and transactional activities such as in-person or inbound call delivery, proactively engaging clients, and handling complex and diverse client interactions.

Responsibilities

• Build and deepen client relationships by uncovering financial needs and recommending products, services, and solutions
• Respond to customer inquiries and concerns with customized solutions
• Introduce and fulfill banking products (e.g., checking & savings accounts, credit cards, CDs, IRAs, loans)
• Identify client needs for licensed sales functions and refer to partners (Merrill, Lending, & Small Business)
• Quote rates, terms, and programs for banking solutions
• Manage risk in every transaction using available tools
• Leverage prior expertise to interact with clients with complex financial needs
• Partner with teams to provide consumer and small business solutions, services, and strategies
• Assist, educate, and train clients on self-service technologies for simple transactions
• Optimize the client experience through resources, technologies, and processes
• Adhere to established processes, laws, and guidelines (e.g., account opening, maintenance, Digital Assisted Shopping)
• Manage client interactions by taking the best course of action for the bank and clients while meeting regulatory requirements

Requirements

• Minimum of one year demonstrated sales experience in a relationship-oriented, client-centric environment
• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results
• Ability to collaborate effectively and build strong relationships
• Passion, commitment, and drive to improve clients' financial lives
• Confidence in identifying solutions for new and existing clients based on their needs
• Strong written and verbal communication skills; comfortable engaging clients in-person and by phone
• Ability to learn and adapt to new information, technology platforms, and changing circumstances
• Strong critical thinking and problem-solving skills to meet clients' needs
• Effective time management, organization, and multitasking abilities
• Commissioned notary or ability to obtain a notary commission in your state within a few months of start date
• Must be able to work weekends and/or extended hours, including being scheduled at any financial center within a reasonable distance

Qualifications

• Associate's Degree or Bachelor's Degree in business, finance, or a related field (desired)
• Experience working in a financial center where goals were met or exceeded (desired)
• Retail and/or sales experience in a salary plus incentive environment (desired)
• Experience with individual and/or team goals where goals were routinely met or exceeded (desired)
• Experience with financial information, spreadsheets, and financial skills (desired)
• Knowledge of banking products and services (desired)
• Strong computer skills, including Microsoft applications and laptop technology (desired)

Skills

• Active Listening
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral Management

Schedule

• 1st shift (United States of America)
• 40 hours per week