Senior Banker | Client Solutions & Growth

Bank of America; Conroe (TX); On-site; USD 42,000 - 64,000; Full time

Job summary

Bank of America is seeking a client-focused professional to serve as the first point of contact for financial center clients. You will uncover personal banking needs, offer suitable solutions, and connect clients with specialists to deepen relationships.

You will support self-service transactions, assist with digital tools, and ensure smooth, compliant client experiences. Flexibility for occasional extended hours and weekends is expected.

Qualifications

• Minimum of 1 year sales experience in a client-centric environment, or six months in Bank of America RM/ADP role.
• Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates effectively and builds strong relationships.
• Effective written and verbal communication; comfortable engaging clients in person or by phone.
• Willing to learn, adapt to new information, and handle ambiguity.

Responsibilities

• Serve as the first point of contact for financial center clients and uncover personal banking needs.
• Offer appropriate solutions and connect clients to specialists.
• Deepen client relationships through platform services and self-service options.
• Follow up with clients and conduct outbound calls to drive engagement.
• Open accounts, maintain them, and ensure regulatory compliance.

Skills

Sales experience

Client relationship

Strong communication

Notary commission

Time management

Education

Associate's or Bachelor's in business/finance

Job description

Bank of America is seeking a client-focused professional to serve as the first point of contact for financial center clients. You will uncover personal banking needs, offer suitable solutions, and connect clients with specialists to deepen relationships.

You will support self-service transactions, assist with digital tools, and ensure smooth, compliant client experiences. Flexibility for occasional extended hours and weekends is expected.