Relationship Banker: Personal & Small Business Banking

Bank of America; Oak Creek (WI); On-site; USD 34,000 - 52,000; Full time

Job summary

Bank of America is seeking a customer-focused professional to uncover personal and small business banking needs and connect clients to the right specialists. You will balance service requests with transactional activities and proactively follow up to deepen client relationships.

In this role, you will promote banking products, handle inquiries, and navigate regulatory requirements while delivering accurate, high-quality service across a busy financial center environment.

Qualifications

• Minimum 1 year sales experience in a client-centric setting.
• Strong communication skills and ability to connect with clients.
• Ability to learn and adapt to new information and processes.

Responsibilities

• Build and deepen client relationships by uncovering financial needs and offering banking solutions.
• Respond to inquiries with customized banking products (checking, savings, loans, cards).
• Balance service requests with in-branch transactions and digital tools.
• Refer to partners for licensed sales functions (Merrill, Lending, Small Business).
• Ensure compliance with processes and regulatory guidelines in daily activities.

Skills

Active Listening

Business Acumen

Customer Focus

Oral Communications

Relationship Building

Problem Solving

Client Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a customer-focused professional to uncover personal and small business banking needs and connect clients to the right specialists. You will balance service requests with transactional activities and proactively follow up to deepen client relationships.

In this role, you will promote banking products, handle inquiries, and navigate regulatory requirements while delivering accurate, high-quality service across a busy financial center environment.