Senior Banker II

Job Description

This role is responsible for helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists.

• Work with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions.
• Respond to customer inquiries and concerns, creating customized solutions.
• Introduce and fulfill banking products such as checking & savings accounts, credit cards, CDs, IRAs, loans.
• Identify client needs for licensed sales functions and refer to partners (Merrill, Lending, Small Business).
• Quote rates, terms and programs for banking solutions.
• Manage risk in every business, product and service transaction leveraging available tools.
• Leverage expertise from prior role by interacting with clients with increased complexity of financial needs.
• Partner with teams to provide financial center clients with both consumer and small business solutions, services, and strategies.
• Assist, educate, and train clients on conducting simple transactions through self‑service technologies.
• Leverage available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy.
• Adhere to established processes, laws, and guidelines in performing day‑to‑day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping.
• Manage client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements.

• 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 clients' financial lives.
• Confident in identifying solutions for helping new and existing clients based on their needs.
• Strong written and verbal communication skills.
• 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.
• Must be a commissioned notary or able to obtain a notary commission in the state you work within a few months of start date in role.
• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance.

• Associate degree or Bachelor’s Degree in business, finance, or a related field.
• Experience working in a financial center where goals