Elite Relationship Banker - Personal & Small Business

Bank of America; Washington (District of Columbia); On-site; USD 34,000 - 44,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is seeking a customer-focused professional to uncover personal and small business banking needs, connect clients with specialists, and deliver tailored financial solutions. The role balances service requests with transactional activities, while proactively following up with clients and handling diverse engagements.

Responsibilities include expanding relationships, presenting banking products, and guiding clients through licensed referrals and digital self-service options.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
• Confident in identifying solutions for helping new and existing clients based on their needs.
• Strong written and verbal communications skills.
• Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone).
• Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances.
• Applies strong critical thinking and problem-solving skills to meet clients’ needs.
• Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.
• Is a commissioned notary or can successfully obtain a notary commission in the state you work within a fewmonths of start date in role.
• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance.

Responsibilities

• Builds and deepens client relationships by uncovering financial needs and recommending products, services and solutions.
• Responds to customer inquiries and concerns, creating customized solutions.
• Introduces and fulfills banking products (checking, savings, credit cards, CDs, IRAs, loans).
• Identifies client needs for licensed sales functions and refers to partners (Merrill, Lending, & Small Business).
• Quotes rates, terms and programs for banking solutions.
• Manages risk in every business, product and service transaction using available tools.
• Leverages prior experience for higher-complexity client engagements.
• Partners with teams to provide consumer and small business solutions and strategies.
• Assists, educates, and trains clients on simple self-service transactions.
• Uses resources and processes to optimize client experience and deliver operational excellence.
• Adheres to processes, laws and guidelines in day-to-day activities like opening accounts and Digital Assisted Shopping.
• Manages client interactions and complies with regulatory requirements.

Skills

Active Listening

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Client Management

Client Solutions

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma

Associate’s Degree

Bachelor’s Degree

Job description

Bank of America is seeking a customer-focused professional to uncover personal and small business banking needs, connect clients with specialists, and deliver tailored financial solutions. The role balances service requests with transactional activities, while proactively following up with clients and handling diverse engagements.

Responsibilities include expanding relationships, presenting banking products, and guiding clients through licensed referrals and digital self-service options.