Senior Client Relationship Banker

Bank of America; California (MO); On-site; USD 42,000 - 56,000; Full time

Job summary

Bank of America is seeking a client-focused associate to serve as the first point of contact for financial center clients. You will uncover personal banking needs, offer solutions, and connect clients to specialists. Emphasis on accurate processing, regulatory adherence, and excellent client care.

Responsibilities include educating clients on self-service tools, supporting transactions, and deepening relationships through platform services across a busy financial center network.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented environment.
• Strong written and verbal communication skills.
• Ability to learn new information and adapt to changing circumstances.
• Notary commission in state of work or ability to obtain within a few months.

Responsibilities

• Serve as first point of contact for financial center clients and uncover personal banking needs.
• Offer appropriate solutions and connect clients to specialists.
• Deepen client relationships through platform services and self-service options.
• Open accounts, maintain accounts, and support Digital Assisted Shopping.
• Follow regulatory requirements and maintain operational excellence and accuracy.

Skills

Sales experience

Customer service

Written & verbal communication

Notary commission (or able to obtain)

Time management

Relationship building

Education

Associate's or Bachelor's degree in business/finance

Job description

Bank of America is seeking a client-focused associate to serve as the first point of contact for financial center clients. You will uncover personal banking needs, offer solutions, and connect clients to specialists. Emphasis on accurate processing, regulatory adherence, and excellent client care.

Responsibilities include educating clients on self-service tools, supporting transactions, and deepening relationships through platform services across a busy financial center network.