Senior Banker Ll - Madison, Wi

Bank of America

Madison, WI, US
In-office
Client relationship management
Financial product knowledge
In-person and inbound call service
Bank of America is seeking a Senior Banker in Madison, WI, to enhance personal banking services for individual and small business clients. The role emphasizes building client relationships, understanding financial needs, and recommending appropriate banking solutions while adhering to company policies and regulatory requirements

Job Summary

  • At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
  • 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.
  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

Matching Summary

Match Score: 85

Bank of America is seeking a Senior Banker in Madison, WI, to enhance personal banking services for individual and small business clients. The role emphasizes building client relationships, understanding financial needs, and recommending appropriate banking solutions while adhering to company policies and regulatory requirements.

Skills & Requirements

Must-have

  • Client relationship management
  • Financial product knowledge
  • In-person and inbound call service
  • Risk management in transactions
  • Regulatory compliance adherence
  • Notary commission or ability to obtain
  • Weekend and extended hours availability

Nice-to-have

  • Strong work ethic and motivation
  • Effective collaboration skills
  • Passion for client financial improvement
  • Adaptability to new technology
  • Critical thinking and problem solving
  • Time management and multitasking
  • Experience with Microsoft applications

Key Requirements

  • Minimum one year sales experience in client-centric environment
  • Previous Bank of America relationship management roles for six months
  • Commissioned notary or ability to obtain commission
  • Ability to work weekends and extended hours
  • High School Diploma or GED minimum

Work Rights

Not specified

Tailored Resume

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