Senior Banker II

Bank of America; Mansfield; On-site; GBP 25,000 - 32,000; Full time

Job summary

Bank of America in the United Kingdom is seeking a customer-focused financial center associate focused on uncovering personal and small business banking needs and delivering tailored solutions. You will balance service requests with transactional activities, while proactively following up with clients and handling more complex engagements.

This role requires strong communication skills, the ability to work with diverse clients, and a commitment to compliant service delivery.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Strong written and verbal communications skills; ability to engage clients in person or by phone.
• Experience identifying solutions for helping new and existing clients based on their needs.

Responsibilities

• Build and deepen relationships with clients by uncovering financial needs and recommending products and services.
• Respond to inquiries and concerns with customized banking solutions.
• Introduce and fulfill banking products (checking, savings, cards, CDs, IRAs, loans).
• Refer clients to partners for licensed sales functions as needed.
• Quote rates, terms and programs for banking solutions; ensure compliance and risk controls.

Skills

Sales experience

Strong communication

Relationship building

Time management

Customer focus

Problem solving

Education

High School Diploma / GED

Associate or Bachelor's degree

Tools

Microsoft Office

Job description

Sep 2, 2026

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

**This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.**

Job Description:
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.

Responsibilities:

• 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

Required Qualifications:

• 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 fewmonths 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

Desired Qualifications:

• Associate's Degree or Bachelor's Degree in business, finance or a 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 working 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

Skills:

• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Prospecting
• Referral Identification
• Referral Management

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Bank of America is a global financial institution offering comprehensive banking, investment, and asset management services to individuals, businesses, and corporations.

Banking Credit Intermediation Financial Services

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