Senior Banker | Personal & Small Business Solutions

Bank of America; Salinas (CA); On-site; USD 34,000 - 43,000; Full time

Job summary

Bank of America is seeking a client-focused role in California to greet financial center clients and uncover personal banking needs. You will connect clients with specialists and support self-service transactions, delivering exceptional service.

Responsibilities include deepening relationships, guiding clients through platform services, and following up regularly with outbound calls while complying with regulations and ensuring accuracy.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
• Strong written and verbal communications skills
• Must be able to work weekends and/or extended hours
• Notary commission in the state you work or able to obtain within a few months
• Ability to learn and adapt to new information and technologies

Responsibilities

• Serve as the first point of contact for financial center clients and uncover personal banking needs
• Connect clients to specialists and deepen relationships through platform services
• Support clients with self-service or transactional activities and provide exceptional client care
• Proactively connect with clients via outbound calls and follow-up routines
• Adhere to regulatory requirements and ensure accurate, compliant service

Skills

Sales experience

Communication

Time management

Relationship building

Notary commission eligibility

Education

Associate's Degree or Bachelor's Degree in business, finance or related field

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft applications

Job description

Bank of America is seeking a client-focused role in California to greet financial center clients and uncover personal banking needs. You will connect clients with specialists and support self-service transactions, delivering exceptional service.

Responsibilities include deepening relationships, guiding clients through platform services, and following up regularly with outbound calls while complying with regulations and ensuring accuracy.