Senior Banker II: Relationship Builder & Solutions

Bank Of America; Broomfield (AR); On-site; USD 36,000 - 45,000; Full time

Benefits offered by this job

Benefits eligibility

Formulaic incentive plan

Job summary

Bank of America in Colorado's Broomfield area is seeking a client-focused Banking Specialist to help uncover personal and small-business needs and connect clients with the right solutions. The role balances service requests with transactional activities and emphasizes proactive follow-up with clients.

You will offer checking and savings, credit cards, CDs, IRAs and loans, while ensuring compliance, quality service, and seamless use of self-service channels.

Qualifications

• Minimum one year of sales experience in a client-centric environment.
• Strong communication and relationship-building skills.
• Willingness to work weekends or extended hours.

Responsibilities

• Build and deepen client relationships by uncovering financial needs.
• Respond to inquiries and tailor customized banking solutions.
• Present and cross-sell banking products (checking, savings, credit cards, loans).
• Identify needs for licensed sales functions and refer to partners.
• Quote rates, terms, and programs accurately.
• Maintain risk controls in transactions with available tools.
• Educate clients on self-service options and digital tools.
• Ensure regulatory and policy compliance in daily activities.

Skills

Sales experience

Client focus

Communication skills

Time management

Notary commission eligibility

Education

High School Diploma or GED

Associate's or Bachelor's Degree preferred

Tools

Microsoft Office

Job description

Bank of America in Colorado's Broomfield area is seeking a client-focused Banking Specialist to help uncover personal and small-business needs and connect clients with the right solutions. The role balances service requests with transactional activities and emphasizes proactive follow-up with clients.

You will offer checking and savings, credit cards, CDs, IRAs and loans, while ensuring compliance, quality service, and seamless use of self-service channels.