Senior Personal Banker - Client Relationships Lead

Bank Of America; Carmel (AR); On-site; USD 38,000 - 52,000; Full time

Job summary

Bank of America is seeking a Personal Banker to help clients uncover personal and small business banking needs and connect them with the right solutions. You will balance service requests with transactions, proactively engage clients, and follow up to deepen relationships while guiding customers through banking options.

The role requires strong communication, relationship-building skills, and adherence to regulatory requirements, with emphasis on delivering an excellent client experience and

Qualifications

• Minimum one year of sales experience in a client-focused environment
• Strong written and verbal communications skills
• Willingness to learn and adapt to new information and technology platforms

Responsibilities

• Build and deepen client relationships by uncovering financial needs and proposing suitable products
• Respond to inquiries with customized solutions
• Introduce and fulfill banking products (checking, savings, credit cards, CDs, IRAs, loans)
• Identify needs for licensed sales and refer to partners
• Quote rates, terms and programs for banking solutions
• Manage risk in transactions using available tools
• Engage with clients on more complex financial needs
• Collaborate with teams to offer consumer and small business solutions
• Educate clients on self-service transactions
• Leverage resources to optimize client experience and operational excellence
• Open accounts and perform day-to-day banking activities in compliance with laws

Skills

Active Listening

Business Acumen

Customer Focus

Oral Communication

Problem Solving

Account Management

Client Experience

Client Management

Client Solutions

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED

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

Job description

Bank of America is seeking a Personal Banker to help clients uncover personal and small business banking needs and connect them with the right solutions. You will balance service requests with transactions, proactively engage clients, and follow up to deepen relationships while guiding customers through banking options.

The role requires strong communication, relationship-building skills, and adherence to regulatory requirements, with emphasis on delivering an excellent client experience and