Senior Personal Banker & Client Solutions

Bank of America; Covington (KY); Presencial; USD 40 000 - 60 000; Tempo integral

Resumo da oferta

Bank of America in the United States is seeking a client‑focused banking professional to uncover personal and small business needs, offer appropriate solutions, and connect clients with specialists. You will balance in‑branch service requests with in‑person or inbound calls, while proactively following up on engagements and maintaining accuracy.

The role emphasizes building relationships, identifying financial opportunities, and guiding clients through digital tools in a compliant,

Qualificações

• Minimum 1 year of sales experience in a client‑centric environment.
• Commissioned notary or ability to obtain notary within a few months of start date.
• Willingness to work weekends and/or extended hours.
• Strong written and verbal communication skills.
• Ability to learn and adapt to new information and technology.
• Ability to manage multiple tasks and prioritize effectively.

Responsabilidades

• Build and deepen client relationships by uncovering financial needs and recommending banking solutions.
• Respond to inquiries with customized banking solutions.
• Introduce and fulfill banking products (checking/savings, cards, loans).
• Refer clients to partners for licensed sales functions.
• Quote rates, terms, and programs for banking solutions.
• Manage risk in all transactions and ensure compliance.
• Educate clients on self‑service technologies and digital tools.
• Collaborate with teams to serve consumer and small business clients.

Conhecimentos

Active Listening

Business Acumen

Customer and Client 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

Formação académica

High School Diploma / GED

Associate's or Bachelor's Degree

Ferramentas

Microsoft Office

Descrição da oferta de emprego

Bank of America in the United States is seeking a client‑focused banking professional to uncover personal and small business needs, offer appropriate solutions, and connect clients with specialists. You will balance in‑branch service requests with in‑person or inbound calls, while proactively following up on engagements and maintaining accuracy.

The role emphasizes building relationships, identifying financial opportunities, and guiding clients through digital tools in a compliant,