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Senior Banker II
Seattle Washington
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Job Description At Bank of America we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients teammates communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace attracting and developing exceptional talent supporting our teammates physical emotional and financial wellness recognizing and rewarding performance and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America you can build a successful career with opportunities to learn grow and make an impact. Join us
Job Description This job is responsible for helping to uncover personal banking needs of both individual and small business clients offering appropriate solutions and connecting clients to specialists. Key responsibilities include balancing working service requests and other transactional activities such as in-person or inbound call delivery. Job expectations include proactively connecting with clients conducting consistent follow-up routines and handling complex and diverse client engagements.
Responsibilities Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products services and solutions to meet those needs Responds to customer inquiries and concerns creating customized solutions Introduces and fulfills banking products examples checking & savings accounts credit cards CDs IRAs loans Identifies client needs for licensed sales functions and refer to partners Merrill Lending & Small Business Quotes rates terms and programs for banking solutions Manages risk in every business product and service transaction leveraging available tools Leverages expertise from prior role by interacting with clients with an increased complexity of financial needs Partners with teams to provide financial center clients with both consumer and small business solutions services and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities Assists educates and trains clients on conducting simple transactions through self-service technologies Leverages available resources technologies and processes to optimize the client experience and deliver operational excellence and accuracy Adheres to established processes laws and guidelines in performing day-to-day activities such as opening accounts account maintenance and Digital Assisted Shopping Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements
Required Qualifications Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment In lieu of one year of sales experience has previously held the role of Relationship Manager RM Advisor Development Program ADP RM Credit Solutions Advisor CSA I or Relationship Manager Business Owner Specialist RMBOS at Bank of America for a minimum of six months Enthusiastic highly motivated self-starter with a strong work ethic and intense focus on results acting in the best interest of the client Collaborates effectively to get things done building and nurturing strong relationships Displays passion commitment and drive to deliver an experience that improves our clients financial lives Confident in identifying solutions for helping new and existing clients based on their needs Strong written and verbal communications skills Can communicate effectively and confidently and is comfortable engaging all clients in-person and by phone Ability to learn and adapt to new information technology platforms handle ambiguity and adapt to changing circumstances Applies strong critical thinking and problem-solving skills to meet clients needs Demonstrates effective time management skills and the ability to organize prioritize and perform multiple tasks simultaneously Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role exact timeframe varies by location due to differing state laws Must be able to work weekends andor extended hours and travel to any financial center location within a reasonable distance
Desired Qualifications Associates Degree or Bachelors Degree in business finance or a related field Experience working in a financial center where goals were met or exceeded Retail andor sales experience in a salary plus incentive environment Experience working in an environment with individual andor team goals where goals 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 utilizing laptop technology
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
Minimum Education Requirement High School Diploma GED Secondary School or equivalent
Shift 1st shift
United States of America
Hours Per Week 40
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Apply ×
To proceed with your application you must be at least 18 years of age. Acknowledge ×
Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge
Refer a friend
Apply ×
To proceed with your application you must be at least 18 years of age. Acknowledge ×
Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge
Full time JR-26014421
Manages People No
Travel Yes 5 of the time
Age requirement Must at least be 18 years of age.
Washington pay and benefits information Washington pay range 25.00 - 31.93 hourly pay offers to be determined based on experience education and skill set. Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly quarterly andor annual incentive opportunities. Incentives are earned based on the employees performance against defined metrics.
Benefits This role is currently benefits eligible. We provide industry-leading benefits access to paid time off resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve
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