Senior Banker II

Bank of America

. Uncover personal banking needs of individual and small business clients .

Posted 10/2/2026full-timeEscondido • California • United StatesSenior💰 $26 - $33 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in uncovering client banking needs and providing tailored financial solutions, while effectively managing client relationships and transactions. Proficient in utilizing technology to enhance client experience and operational efficiency within a banking environment.

Highest-signal resume keywords

Sales ExperienceClient Relationship ManagementBanking Products KnowledgeStrong Communication SkillsCritical Thinking

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Banking ProductsSales TechniquesFinancial SolutionsAccount ManagementRisk ManagementClient Needs AssessmentTransaction ProcessingRegulatory ComplianceTime ManagementProblem Solving

Soft Skills

Relationship BuildingAdaptabilityMotivationCollaborationCustomer Service

Tools & Technologies

Microsoft ApplicationsSelf-Service TechnologiesDigital Banking Platforms

Certifications & Qualifications

Notary Commission

Industry Keywords

Personal BankingSmall Business SolutionsFinancial ServicesClient-Centric EnvironmentConsumer Banking

About the role

Key responsibilities & impact

Uncover personal banking needs of individual and small business clients
Offer appropriate banking solutions and connect clients to specialists
Balance service requests with transactional activities, including in-person and inbound call delivery
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, including checking and savings accounts, credit cards, CDs, IRAs, and loans
Identify client needs for licensed sales functions and refer them to Merrill, Lending, and Small Business partners
Quote rates, terms, and programs for banking solutions
Manage risk in business, product, and service transactions
Interact with clients with increasingly complex financial needs
Partner with teams to provide consumer and small business solutions, services, and strategies
Assist, educate, and train clients on simple transactions through self-service technologies
Use resources, technologies, and processes to optimize client experience and operational accuracy
Follow established processes, laws, and guidelines for account opening, account maintenance, and Digital Assisted Shopping
Manage client interactions according to bank interests, client needs, and regulatory requirements
Conduct proactive client outreach and consistent follow-up routines

Requirements

What you’ll need

Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results
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 communications skills
Ability to communicate effectively and confidently with all 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
Commissioned notary or ability to successfully obtain a notary commission in the state worked within a few months of start date
Ability to work weekends and/or extended hours, including at any financial center location within a reasonable distance
High School Diploma / GED / Secondary School or equivalent
Associate's Degree or Bachelor's Degree in business, finance or a related field preferred as a desired qualification
Knowledge of banking products and services
Strong computer skills, including Microsoft applications and laptop technology

Benefits

Comp & perks

Formulaic incentive plan eligibility
Industry-leading benefits
Paid time off
Resources and support to employees
In-office culture supporting collaboration, engagement, and career development
Opportunities to learn, grow, and make an impact