Senior Banker

Bank of America

Senior Banker II at Bank of America assisting individual and small business clients in uncovering personal banking needs. Delivering tailored banking solutions while maintaining exceptional client engagement and service.

Posted 7/10/2026full-timeCarlsbad • California • 🇺🇸 United StatesSenior💰 $26 - $33 per hourWebsite

About the role

Key responsibilities & impact

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.
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 refers 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.

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, 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 and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance

Benefits

Comp & perks

Access to paid time off
Competitive and flexible benefits and support

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Banking Products KnowledgeAccount Opening and MaintenanceRisk ManagementFinancial SolutionsTransaction Processing

Soft Skills

Client-Centric ApproachTime ManagementAdaptabilityCollaborationProblem-Solving

Certifications

Notary Commission