Relationship Banking Specialist: Personal & Small Business

Bank of America

Southfield (MI)

On-site

USD 42,000 - 58,000

Full time

9 days ago

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Job summary

Bank of America in Michigan seeks a Personal Banker to uncover clients’ financial needs and connect them with appropriate products and partners. You will balance everyday service requests with in-person and inbound calls while delivering customized solutions.

Success requires strong communication, relationship building, and a proactive approach to compliance and risk management. Weekend and extended-hour availability may be required to serve client needs at multiple financial centers.

Qualifications

  • Minimum of one year sales experience in a client-centric environment.
  • Commissioned notary or ability to obtain notary commission.
  • Willing to work weekends/extended hours and at multiple centers within a reasonable distance

Responsibilities

  • Uncover personal banking needs and offer suitable solutions.
  • Balance service requests with in-person or inbound calls.
  • Educate and train clients on self-service options.
  • Refer licensed products to partners when appropriate.
  • Maintain regulatory compliance in daily activities.

Skills

Active Listening
Customer Focus
Oral Communications
Problem Solving
Time Management
Relationship Building

Education

High School Diploma
Bachelor's Degree

Tools

Microsoft Office
CRM software

Job description

Bank of America in Michigan seeks a Personal Banker to uncover clients’ financial needs and connect them with appropriate products and partners. You will balance everyday service requests with in-person and inbound calls while delivering customized solutions.

Success requires strong communication, relationship building, and a proactive approach to compliance and risk management. Weekend and extended-hour availability may be required to serve client needs at multiple financial centers.

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