Senior Banker: Personal & Small Business Solutions

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

Job summary

Bank of America in Seattle seeks a dynamic client service specialist to greet financial center clients, uncover personal banking needs, and guide them to the right specialists. You will support self-service activities and deepen client relationships through proactive outreach.

The role emphasizes regulatory compliance, precision in operations, and delivering excellent client care across in-person and phone channels.

Qualifications

• Minimum education: High School Diploma or GED.
• Sales- and client-centric experience in a financial setting is valued.
• Willingness to obtain a notary commission as required by location.

Responsibilities

• Serve as the first point of contact for financial center clients.
• Uncover personal banking needs and connect clients to specialists.
• Support self-service and transactional activities with clients.
• Deepen client relationships through platform services and outbound calls.
• Adhere to regulatory requirements and maintain accurate records.

Skills

Active Listening

Customer Focus

Relationship Building

Account Management

Client Solutions Advisory

Pipeline Management

Prospecting

Oral Communications

Education

High School Diploma / GED

Job description

Bank of America in Seattle seeks a dynamic client service specialist to greet financial center clients, uncover personal banking needs, and guide them to the right specialists. You will support self-service activities and deepen client relationships through proactive outreach.

The role emphasizes regulatory compliance, precision in operations, and delivering excellent client care across in-person and phone channels.