Client Relationship Banker - Personal & Small Business

NBMBAA; Conroe (TX); On-site; USD 42,000 - 65,000; Full time

Job summary

Bank of America is seeking a Banking Center Associate to greet clients, uncover personal banking needs, and connect them with specialists. You will support self-service transactions and deliver exceptional client care.

The role emphasizes outbound outreach and relationship-building to deepen client engagement while ensuring compliance and accuracy. Training occurs at a financial center with potential moves within a reasonable commuting distance.

Qualifications

• Minimum one year of sales experience in a client-centric environment or equivalent RM/ADP/RMBOS experience at Bank of America.
• Strong written and verbal communication skills.
• Able to engage all clients (in-person and by phone).
• Learn and adapt to new information, technology, and processes.
• Demonstrates time management and multitasking abilities.

Responsibilities

• Serve as the first point of contact for financial center clients, uncover personal banking needs, offer solutions, and connect to specialists.
• Deepen client relationships through platform services and support self-service or transactional activities.
• Provide exceptional client care and proactive follow-up with clients.
• Navigate opening accounts, maintenance, and Digital Assisted Shopping with accuracy and compliance.
• Aim to improve client experience using available resources and processes.

Skills

Active Listening

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

Associate’s degree or bachelor’s degree in business, finance, or a related field

Job description

Bank of America is seeking a Banking Center Associate to greet clients, uncover personal banking needs, and connect them with specialists. You will support self-service transactions and deliver exceptional client care.

The role emphasizes outbound outreach and relationship-building to deepen client engagement while ensuring compliance and accuracy. Training occurs at a financial center with potential moves within a reasonable commuting distance.