Senior Personal Banker: Client-Centric Solutions

Bank of America; Town of Mount Pleasant (NY); On-site; USD 42,000 - 64,000; Full time

Job summary

Bank of America in New York seeks a client-focused banking associate to serve as the first point of contact for financial center clients. You will uncover personal banking needs, guide clients to appropriate solutions, and connect them with specialists for deeper services.

Responsibilities include enabling self-service transactions, maintaining client relationships, and ensuring accurate, compliant operations. Weekend/extended hours may be required across centers.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented environment.
• Strong work ethic and results-oriented mindset.
• Collaborates effectively to build relationships.

Responsibilities

• Partners with teams to provide consumer and small business solutions.
• Educates clients on conducting simple transactions through self-service technologies.
• Uses resources and processes to optimize client experience and ensure operational excellence.
• Follows processes, laws, and guidelines for day-to-day activities (opening accounts, maintenance).
• Manages client interactions and complies with regulatory requirements.

Skills

Active Listening

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Education

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

Job description

Bank of America in New York seeks a client-focused banking associate to serve as the first point of contact for financial center clients. You will uncover personal banking needs, guide clients to appropriate solutions, and connect them with specialists for deeper services.

Responsibilities include enabling self-service transactions, maintaining client relationships, and ensuring accurate, compliant operations. Weekend/extended hours may be required across centers.