Senior Banker II

Bank of America

Senior Banker II assisting individual and small business clients with financial needs at Bank of America. Aiding in banking solutions and products while building client relationships.

Posted 7/15/2026full-timeSimi Valley • California • 🇺🇸 United StatesSenior💰 $26 - $33 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in building client relationships and providing tailored financial solutions, while adhering to regulatory requirements and optimizing the client experience through effective communication and problem-solving skills.

Highest-signal resume keywords

Sales ExperienceClient Relationship ManagementFinancial Product KnowledgeRegulatory ComplianceCritical Thinking

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Banking ProductsAccount OpeningAccount MaintenanceDigital Assisted ShoppingFinancial Solutions

Soft Skills

Effective CommunicationTime ManagementProblem-SolvingCollaborationAdaptability

Tools & Technologies

Self-Service TechnologiesTechnology Platforms

Certifications & Qualifications

Notary Commission

Industry Keywords

Client-CentricRelationship-OrientedOperational ExcellenceFinancial CenterConsumer Banking

About the role

Key responsibilities & impact

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

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

Health insurance
401(k) matching
Flexible working hours
Paid time off
Remote work options