Relationship Banking Pro: Grow Clients & Solutions

Bank of America; Chicago (IL); On-site; USD 36,000 - 45,000; Full time

Job summary

Bank of America in Chicago seeks a customer‑focused banking professional to uncover personal and small business banking needs, offer solutions, and connect clients with specialists. You will balance service requests with in‑person or inbound call activities and proactively engage clients through follow‑ups and complex engagements.

The role emphasizes licensed sales opportunities, product recommendations, and collaboration with teams to deliver consumer and small business solutions while

Qualifications

• Minimum of a high school diploma or GED.
• 1+ year of sales experience in a relationship‑oriented, client‑centric environment.
• Strong written and verbal communications skills.

Responsibilities

• Build and deepen client relationships by uncovering financial needs and recommending products and solutions.
• Respond to client inquiries with customized solutions and timely follow‑ups.
• Introduce and fulfill banking products (checking, savings, cards, CDs, IRAs, loans).
• Identify client needs for licensed sales functions and refer to partners.
• Quote rates, terms, and programs for banking solutions.

Skills

Active Listening

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Account Management

Client Management

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Associate’s Degree or Bachelor’s Degree in business, finance or a related field

Job description

Bank of America in Chicago seeks a customer‑focused banking professional to uncover personal and small business banking needs, offer solutions, and connect clients with specialists. You will balance service requests with in‑person or inbound call activities and proactively engage clients through follow‑ups and complex engagements.

The role emphasizes licensed sales opportunities, product recommendations, and collaboration with teams to deliver consumer and small business solutions while