Hilder has a buy rating on Bank of America .
In the same interview, David Konrad, senior vice president at Keefe Bruyette & Woods, said his picks are JPMorgan Chase and US Bancorp. "I would stick with quality," he said.
JPMorgan "had one of the better overall quarters last quarter. They do have the balance sheet to buy back stock."
US Bancorp , he said, is "another bank that should be in the market buying back stock. They grew revenue and operating profit year over year last quarter, generating 25 percent return on tangible capital in this environment."
CNBC Data Pages:
Neither David Hilder nor David Konrad own shares in the companies mentioned. susquehanna Financial and Keefe Bruyette & Woods have investment banking relationships with the banks mentioned.