Relationship Banker: Personal & Small Biz Solutions

Bank of America; Monroeville (AL); On-site; USD 38,000 - 62,000; Full time

Job summary

Bank of America is seeking a client-focused advisor to serve as the first contact for financial center clients, identifying personal and small business needs and offering tailored solutions. You will guide clients through self-service tools, support transactions, and connect them with specialists to deepen relationships.

The role emphasizes proactive outreach, exceptional service, and adherence to regulatory requirements while supporting clients’ financial goals across everyday banking and

Qualifications

• Minimum education: high school diploma or GED.
• Experience in relationship-driven sales and client service.
• Familiarity with banking products and digital tools.

Responsibilities

• Serve as first contact for financial center clients and uncover banking needs.
• Educate clients on self-service options and basic transactions.
• Deepen client relationships and connect clients with specialists.
• Maintain compliance and follow regulatory requirements in daily tasks.
• Proactively reach out to clients and follow up to build trust.

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 or GED

Bachelor's degree in business/finance or related field

Job description

Bank of America is seeking a client-focused advisor to serve as the first contact for financial center clients, identifying personal and small business needs and offering tailored solutions. You will guide clients through self-service tools, support transactions, and connect them with specialists to deepen relationships.

The role emphasizes proactive outreach, exceptional service, and adherence to regulatory requirements while supporting clients’ financial goals across everyday banking and