Relationship Banker: Personal & Small Business

Bank of America; Philadelphia (Philadelphia County); On-site; USD 52,000 - 70,000; Full time

Job summary

Bank of America is seeking a customer-oriented associate to serve as the first point of contact for financial center clients in Philadelphia. You will uncover personal banking needs and offer suitable solutions, connecting clients to specialists as needed.

The role emphasizes exceptional client care, outbound engagement, and follow-up routines. The position requires at least one year of sales experience, strong communication skills, and the ability to work weekends/extended hours.

Qualifications

• Minimum one year of sales experience in a client-centric environment.
• Strong written and verbal communication skills.
• Willingness to obtain/notary commission where required.
• Ability to learn new information and adapt to changes.

Responsibilities

• Serve as the first point of contact for financial center clients.
• Uncover personal banking needs and connect clients to specialists.
• Assist clients with self-service transactions and platform services.
• Open accounts, maintain accounts and support Digital Assisted Shopping.
• Maintain compliance with regulatory requirements in daily activities.

Skills

Sales experience

Client focus

Communication skills

Time management

Notary (commissionable)

Adaptability

Relationship building

Problem solving

Education

Associate’s or Bachelor’s preferred in business/finance

High School Diploma or GED

Tools

Microsoft Office

Job description

Bank of America is seeking a customer-oriented associate to serve as the first point of contact for financial center clients in Philadelphia. You will uncover personal banking needs and offer suitable solutions, connecting clients to specialists as needed.

The role emphasizes exceptional client care, outbound engagement, and follow-up routines. The position requires at least one year of sales experience, strong communication skills, and the ability to work weekends/extended hours.