Senior Banker II - Personal & Small Business Solutions

Bank of America; Hartford (CT); On-site; USD 36,000 - 45,000; Full time

Job summary

Bank of America in Hartford, CT seeks a customer-focused associate to uncover personal and small business banking needs and connect clients with the right specialists. You will balance service requests with transactions, proactively follow up, and handle complex client engagements.

You will engage in cross-selling, educate on self-service options, and ensure regulatory compliance while delivering an exceptional client experience.

Qualifications

• Minimum one year of sales in a relationship-driven environment.
• Capable of learning notary requirements and regulatory guidelines.
• Strong communication, time management, and prioritization skills.

Responsibilities

• Partner with teams to serve client needs and cross-sell solutions.
• Educate clients on simple transactions via self-service tools.
• Leverage resources to optimize client experience and accuracy.
• Follow processes for opening accounts and account maintenance.
• Handle client interactions and regulatory-compliant solutions.
• Respond to inquiries with customized in-person or call-based support.

Skills

Active Listening

Relationship Building

Client Management

Problem Solving

Prospecting

Pipeline Management

Education

High School Diploma

Associate’s Degree

Bachelor’s Degree

Job description

Bank of America in Hartford, CT seeks a customer-focused associate to uncover personal and small business banking needs and connect clients with the right specialists. You will balance service requests with transactions, proactively follow up, and handle complex client engagements.

You will engage in cross-selling, educate on self-service options, and ensure regulatory compliance while delivering an exceptional client experience.