Senior Personal Banker — Build Trusted Banking Relationships

Bank of America; Carlsbad (NM); On-site; USD 36,000 - 45,000; Full time

Benefits offered by this job

Incentive plan

Benefits eligible

Paid time off

Job summary

Bank of America in the United States seeks a capable banking professional to uncover personal and small business needs, offer appropriate solutions, and connect clients with specialists. You will balance service requests with in-person or inbound calls while maintaining proactive follow-ups and handling complex client engagements.

The role emphasizes relationship-building, product knowledge, and strict compliance with regulatory standards.

Qualifications

• Requires at least one year of sales experience in a client-centric environment.
• Self-motivated, with a strong work ethic and results focus.
• Able to build and nurture relationships with clients.
• Strong communication skills and client engagement abilities.
• Willing to obtain a notary commission within a few months of start date.
• Able to work weekends and extended hours as needed.

Responsibilities

• Build and deepen client relationships by uncovering financial needs and recommending solutions.
• Respond to inquiries and concerns with customized banking options.
• Promote banking products such as checking, savings, cards, CDs, IRAs, loans.
• Identify needs for licensed sales functions and refer to partners.
• Quote rates, terms, and programs for banking solutions.
• Manage risk in transactions using available tools.
• Assist clients with self-service technologies and digital tools.
• Ensure compliance with processes, laws, and guidelines in daily activities.
• Serve both consumer and small business clients with appropriate solutions.

Skills

Active Listening

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Pipeline Management

Prospecting

Education

High School Diploma

GED

Job description

Bank of America in the United States seeks a capable banking professional to uncover personal and small business needs, offer appropriate solutions, and connect clients with specialists. You will balance service requests with in-person or inbound calls while maintaining proactive follow-ups and handling complex client engagements.

The role emphasizes relationship-building, product knowledge, and strict compliance with regulatory standards.