Senior Banker II - Client Relationship Specialist

Bank of America; Coeur d'Alene (ID); On-site; USD 38,000 - 60,000; Full time

Job summary

Bank of America is seeking a client-focused specialist to uncover personal banking needs and offer appropriate products. You will balance service requests with in-person and call activities, while building lasting relationships with clients.

You will promote checking and savings, credit cards, loans, and other services, referring to specialists as needed. Strong communication and time management are essential to succeed in this role.

Qualifications

• Minimum of one year demonstrated sales experience in a client-centric environment.
• Strong communication skills, both written and verbal.
• Ability to learn and adapt to new information and technology platforms.
• Willingness to work weekends or extended hours as needed.

Responsibilities

• Uncover personal banking needs and connect clients to suitable products.
• Balance service requests with in-person or inbound call activities.
• Promote banking solutions like checking, saving accounts, and loans.
• Refer clients to specialists for licensed sales functions when appropriate.
• Ensure compliance with processes, laws and regulatory requirements.

Skills

Sales experience

Relationship building

Customer service

Communication

Time management

Problem solving

Education

High School Diploma

Associate/Bachelor's preferred

Tools

Microsoft Office

Digital banking tools

Laptop/PC proficiency

Job description

Bank of America is seeking a client-focused specialist to uncover personal banking needs and offer appropriate products. You will balance service requests with in-person and call activities, while building lasting relationships with clients.

You will promote checking and savings, credit cards, loans, and other services, referring to specialists as needed. Strong communication and time management are essential to succeed in this role.