Senior Banker II: Client Relationships & Solutions

Bank of America; Cincinnati (OH); On-site; USD 48,000 - 70,000; Full time

Job summary

Bank of America is seeking a sales-focused Banking Center professional in the United States to uncover personal banking needs and connect clients with appropriate solutions. You will balance service requests with transactional activities, while proactively following up and deepening relationships with individuals and small business clients.

The role requires strong communication, advisory skills, and flexibility to work weekends or extended hours across a network of financial centers.

Qualifications

• Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
• Desired Qualifications: Associate’s Degree or Bachelor’s Degree in business, finance or a related field
• Strong communication skills and ability to engage clients in person and by phone

Responsibilities

• Build and deepen client relationships by uncovering financial needs and recommending banking products and solutions
• Respond to inquiries and concerns with customized solutions
• Identify client needs for licensed sales functions and refer to partners
• Quote rates, terms and programs for banking solutions
• Manage risk in all transactions and ensure compliance

Skills

Active Listening

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

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 is seeking a sales-focused Banking Center professional in the United States to uncover personal banking needs and connect clients with appropriate solutions. You will balance service requests with transactional activities, while proactively following up and deepening relationships with individuals and small business clients.

The role requires strong communication, advisory skills, and flexibility to work weekends or extended hours across a network of financial centers.