Senior Client Relationship Banker

Bank Of America; Irving (IA); On-site; USD 42,000 - 58,000; Full time

Job summary

Bank of America in the United States is seeking a client-facing associate to serve as the first point of contact for financial center clients. You will uncover personal banking needs for individuals and small businesses, offer suitable solutions, and connect clients to specialists.

You will deepen client relationships through platform services, support self-service and transactions, and deliver exceptional care, with outbound outreach and consistent follow-up.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented environment.
• Strong work ethic with a results focus and client-first attitude.
• Excellent written and verbal communications; comfortable with in-person and phone interactions.
• Ability to learn and adapt to new information and regulatory guidelines.

Responsibilities

• Partners with teams to provide consumer and small business solutions and strategies.
• Assists and trains clients on self-service transactions and digital tools.
• Leverages resources to optimize the client experience and drive accuracy.
• Adheres to processes, laws and guidelines for day-to-day activities including account openings and maintenance.
• Manages client interactions and coordinates with the bank while following regulatory requirements.

Skills

Active Listening

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in the United States is seeking a client-facing associate to serve as the first point of contact for financial center clients. You will uncover personal banking needs for individuals and small businesses, offer suitable solutions, and connect clients to specialists.

You will deepen client relationships through platform services, support self-service and transactions, and deliver exceptional care, with outbound outreach and consistent follow-up.