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 client relationship management and financial product knowledge, with a strong focus on delivering customized banking solutions and enhancing client experiences. Proficient in sales strategies and effective communication to meet client needs and drive financial success.

Highest-signal resume keywords

Client Relationship ManagementBanking Product KnowledgeSales ExperienceEffective CommunicationProblem Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Banking ProductsFinancial SkillsSales StrategiesAccount ManagementClient Solutions AdvisoryPipeline ManagementReferral ManagementFinancial Information AnalysisMicrosoft ApplicationsSelf-Service Technologies

Soft Skills

Relationship BuildingActive ListeningTime ManagementOrganizationCollaboration

Certifications & Qualifications

Notary Commission

Industry Keywords

Personal BankingSmall Business SolutionsClient-Centric EnvironmentFinancial Center OperationsRetail Banking

About the role

Key responsibilities & impact

Uncover personal banking needs of individual and small business clients
Recommend appropriate products, services, and solutions and connect clients with specialists
Balance service requests and transactional activities, including in-person and inbound call delivery
Build and deepen client relationships through needs discovery and follow-up
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 needs for licensed sales functions and refer clients to Merrill, Lending, and Small Business partners
Quote rates, terms, and programs for banking solutions
Manage risk in business, product, and service transactions
Handle increasingly complex financial client engagements
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
Leverage resources, technologies, and processes to optimize client experience and operational accuracy
Follow established processes, laws, guidelines, and regulatory requirements for activities such as account opening, account maintenance, and Digital Assisted Shopping

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 focus on results
Effective collaboration and relationship-building abilities
Passion, commitment, and drive to improve clients’ financial lives
Ability to identify solutions based on client needs
Strong written and verbal communication skills
Ability to engage clients in person and by phone
Ability to learn and adapt to new information and technology platforms
Strong critical thinking and problem-solving skills
Effective time management, organization, prioritization, and multitasking skills
Is a commissioned notary or can successfully obtain a notary commission in the state worked within a few months of starting
Must be able to work weekends and/or extended hours, including at any financial center within a reasonable distance
High School Diploma / GED / Secondary School or equivalent
Associate's or Bachelor's Degree in business, finance, or a related field preferred
Experience working in a financial center where goals were met or exceeded
Retail and/or sales experience in a salary plus incentive environment
Experience with financial information, spreadsheets, and financial skills
Knowledge of banking products and services
Strong computer skills, including Microsoft applications and laptop technology
Skills in 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, and referral management

Benefits

Comp & perks

Formulaic incentive plan eligibility
Benefits eligibility
Paid time off
Resources and support for employees
In-office flexibility based on role-specific responsibilities and business needs
Opportunities to learn, grow, and make an impact
Physical, emotional, and financial wellness support through affordable, competitive, and flexible benefits