Senior Banker

Talentify; Lewisville (TX); On-site; USD 48,000 - 72,000; Full time

Job summary

Bank of America is recruiting for a client-facing banking role within a financial center. You will be the first contact for clients, uncover personal and small business needs, and connect them to specialists for solutions.

Responsibilities include assisting clients with self-service transactions, maintaining exceptional service, and following regulatory requirements. The position may require weekends/extended hours and in-office attendance per role needs.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented environment.
• If no sales experience, six months in Bank of America RM/ADP RM/CSA I or RMBOS roles can qualify.
• Strong written and verbal communications skills.
• Ability to learn new information and adapt to changing circumstances.
• Willingness to work weekends or extended hours as needed.

Responsibilities

• Serve as the first point of contact for financial center clients, uncover personal banking needs, and connect clients to specialists.
• Assist and educate clients on simple transactions via self-service technologies.
• Leverage resources to optimize client experience and ensure operational excellence.
• Adhere to processes, laws, and guidelines for daily activities such as opening accounts and digital shopping.
• Manage client interactions and comply with regulatory requirements.

Skills

Sales experience

Relationship building

Strong communication

Time management

Notary (commission possible)

Education

High School Diploma / GED

Associate or Bachelor's preferred

Tools

Microsoft Office

CRM systems

Job description

Open - Bank of America has a posting for this job. Posted 20 Aug 2026.

This posting

About this job

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

**This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.**

Job Description:
This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines.

Responsibilities:

• Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities
• Assists, educates, and trains clients on conducting simple transactions through self-service technologies
• Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
• Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping
• Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements

Required Qualifications:

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
• In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months
• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
• Collaborates effectively to get things done, building and nurturing strong relationships
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
• Confident in identifying solutions for helping new and existing clients based on their needs
• Strong written and verbal communications skills
• Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)
• Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances
• Applies strong critical thinking and problem-solving skills to meet clients' needs
• Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously
• Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws)
• Can be flexible to work weekends and/or extended hours as needed

Desired Qualifications:

• Associate's Degree or Bachelor's Degree in business, finance or a related field
• Experience working in a financial center where goals were met or exceeded
• Retail and/or sales experience in a salary plus incentive environment
• Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded
• Experience with financial information, spreadsheets and financial skills
• Knowledge of banking products and services
• Strong computer skills including Microsoft applications and previous experience utilizing laptop technology

Skills:

• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Prospecting
• Referral Identification
• Referral Management

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Bank of America's other jobs that have a page here. Each page says open or closed for itself.

Opens ghr.wd1.myworkdayjobs.com, after a short hand-off page here.

One page per job at this company, in this place. Open or closed, it says which.

Open: the posting you see is the one you apply to, on the employer's site. No account here.

Closed: the page stays, keeps this job's history, and turns back to Open when the employer posts it again.

State comes from Talentify's job index. Closures are checked every hour and every page is re-read at least daily, so a change on the employer's side can take a day or more to show here.