Senior Client Relationship Banker

Merrill; Los Angeles (CA); On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

Benefits eligible

Incentives

Job summary

Bank of America is seeking a client-focused associate to serve as the first point of contact for financial center clients, helping to uncover personal banking needs and offering suitable solutions. You will connect clients with specialists, deepen relationships through platform services, and support self-service transactions with a commitment to exceptional client care.

You'll work on outbound engagement, meet regulatory guidelines, and collaborate with teams to deliver accurate, compliant

Qualifications

• Minimum Education: High School Diploma or equivalent.
• Preferred: Associate's or Bachelor's in business/finance.
• Experience-focused requirements include sales, relationship-building, and client-centric service.
• Willingness to obtain notary commission within state requirements.

Responsibilities

• Serve as the first point of contact for financial center clients.
• Uncover personal banking needs and offer appropriate solutions.
• Deepen client relationships through platform services and self-service options.
• Provide exceptional client care and timely follow-ups.
• Adhere to regulatory requirements and internal processes in daily activities.

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

Associate's or Bachelor's Degree in business or finance

Job description

Bank of America is seeking a client-focused associate to serve as the first point of contact for financial center clients, helping to uncover personal banking needs and offering suitable solutions. You will connect clients with specialists, deepen relationships through platform services, and support self-service transactions with a commitment to exceptional client care.

You'll work on outbound engagement, meet regulatory guidelines, and collaborate with teams to deliver accurate, compliant