Client Relationship Banker - Personal & Small Business

National Black MBA Association; Hartford (CT); On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

Formulaic incentive plan

Benefits eligible

Paid time off

Job summary

Bank of America is seeking a customer-focused professional to serve as the first point of contact for financial center clients, helping uncover personal and small business needs and offering tailored solutions. You will support self-service and transactional activities, deepen client relationships, and ensure exceptional client care through proactive follow-up and outbound calls.

Responsibilities include guiding clients through products, maintaining compliance with regulations, and collaborating

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.

Responsibilities

• Provide consumer and small business solutions and services to clients.
• Educate and train clients on self-service transactions.
• Deliver operational excellence and accuracy in client interactions.
• Open accounts and perform account maintenance following regulatory guidelines.
• Connect with clients to assess needs and propose appropriate solutions.

Skills

Active Listening

Customer Focus

Relationship Building

Communication

Problem Solving

Time Management

Notary (commission eligible)

Sales skills

Education

High School Diploma / GED

Associate's Degree

Bachelor's Degree in business/finance (desired)

Tools

Microsoft Office

Job description

Bank of America is seeking a customer-focused professional to serve as the first point of contact for financial center clients, helping uncover personal and small business needs and offering tailored solutions. You will support self-service and transactional activities, deepen client relationships, and ensure exceptional client care through proactive follow-up and outbound calls.

Responsibilities include guiding clients through products, maintaining compliance with regulations, and collaborating