Senior Banker

Overview

This role is responsible for uncovering personal banking needs of individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include balancing service requests and transactional activities such as in‑person or inbound call delivery.

• Build and deepen relationships by uncovering financial needs and recommending best products, services, and solutions.
• Respond to customer inquiries and concerns, creating customized solutions.
• Introduce and fulfill banking products (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 all transactions, leveraging available tools.
• Partner with teams to provide consumer and small business solutions, services, and strategies.
• Assist clients in self‑service technologies.
• Optimize client experience with technology and processes to deliver operational excellence.
• Adhere to established processes, laws, and guidelines in day‑to‑day activities.
• Manage client interactions with compliance and best‑practice standards.

• Minimum of one year of demonstrated sales experience in a relationship‑oriented, client‑centric environment.
• Enthusiastic, highly motivated self‑starter with a strong work ethic and intense focus on results.
• Excellent written and verbal communication skills.
• Strong critical thinking, problem‑solving, and time‑management abilities.
• Ability to learn and adapt to new information, technology platforms, and changing circumstances.
• Commissioned notary or ability to obtain commission within a few months.
• Availability to work weekends/extended hours and flexible schedule as needed.

• Associate’s or Bachelor’s degree in business, finance, or related field.
• Retail and/or sales experience in a salary plus incentive environment.
• Experience working towards individual and/or team sales goals.
• Financial skills, spreadsheets, banking product knowledge.
• Strong computer skills, including Microsoft applications.

• Minimum Education:
  
  High School Diploma / GED.
• Shift: 1st shift (U.S.).
• Hours per week: 40.
• Location:
  
  210 5th Ave SW, Olympia, WA 98501.
• Pay: $26.00–$32.50 hourly; incentive eligible.
• Benefits:
  Eligible for benefits.

Bank of America is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other protected characteristic.