Senior Banker II

Job Description

This position focuses on uncovering personal banking needs of individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Responsibilities include balancing working service requests and other transactional activities such as in‑person or inbound call delivery, proactively connecting with clients, conducting consistent follow‑up routines, and handling complex 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 (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 increased complexity of financial needs.
• Partners with teams to provide consumer and small business solutions, services, and strategies when uncovering personal banking needs.
• 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.

• Minimum of one year demonstrated sales experience in a relationship‑oriented and client‑centric environment.
• Enthusiastic, highly motivated self‑starter with strong work ethic and intense focus on results.
• Collaborative ability to build and nurture strong relationships.
• 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 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.
• Strong critical thinking and problem‑solving skills.
• Effective time management, ability to organize, prioritize and perform multiple tasks simultaneously.
• Commissioned notary or ability to obtain a notary commission in the state within a few months of start date (timeframe varies by location due to differing state laws).
• Must be willing 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 related field.
• Experience working in a financial center where goals were met or exceeded.
• Retail and/or sales experience in a salary plus incentive environment.
• Experience in an environment with individual and/or team goals where goals were routinely met or exceeded.
• Experience with financial information, spreadsheets, and financial skills.
• Knowledge of banking products and services.
• Strong computer skills including Microsoft applications and previous experience utilizing laptop technology.

Shift: 1st shift (United States of America). Hours per week: 40.

Hourly pay range: $25.00 – $31.93, determined based on experience, education, and skill set.

Eligible for a formulaic incentive plan based on performance metrics.

Benefits eligible, including industry‑leading benefits, paid time off, and support for physical, emotional, and financial well‑being.

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