Senior Client Banking & Relationship Advisor

National Black MBA Association; Baltimore (MD); Hybrid; USD 36,000 - 44,000; Full time

Job summary

Bank of America is seeking a Financial Center Personal Banker to serve as the first point of contact for clients, uncover personal banking needs, and connect clients to specialists. You will deepen client relationships, support self-service and transactional activities, and provide exceptional client care.

Outbound calls and follow-up are expected. Responsibilities include assisting with consumer and small business solutions, educating clients on transactions, and ensuring compliance with

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Strong written and verbal communications skills.
• Ability to work weekends and/or extended hours, including location flexibility.
• Willingness to obtain notary commission within a few months of start date.

Responsibilities

• Partners with teams to provide financial center clients with consumer and small business solutions and guidance.
• Educates and trains clients on self-service transactions.
• Leverates resources to optimize client experience and deliver operational excellence and accuracy.
• Performs day-to-day activities such as opening accounts and maintenance in compliance with laws and guidelines.
• Manages client interactions and adheres to regulatory requirements.

Skills

Sales experience

Relationship building

Communication skills

Notary commission

Education

High School Diploma

Tools

MS Office

Job description

Bank of America is seeking a Financial Center Personal Banker to serve as the first point of contact for clients, uncover personal banking needs, and connect clients to specialists. You will deepen client relationships, support self-service and transactional activities, and provide exceptional client care.

Outbound calls and follow-up are expected. Responsibilities include assisting with consumer and small business solutions, educating clients on transactions, and ensuring compliance with