Senior Personal Banker - Client Solutions & Growth

Bank of America; Florida; On-site; USD 36,000 - 52,000; Full time

Job summary

Bank of America is seeking a Customer Service Associate to serve as the frontline contact for financial center clients, uncover personal banking needs, and connect customers to specialists. You will support self-service transactions and deepen relationships while delivering exceptional client care.

Responsibilities include promoting platform services, ensuring regulatory compliance, and following up with clients to maintain satisfaction. Weekend/extended hours may be required.

Qualifications

• High School diploma or GED required.
• Minimum of one year sales experience in a client-centric environment.
• Notary commission is required or can be obtained within a few months of start date.
• Strong written and verbal communication skills.
• Ability to work weekends and/or extended hours.

Responsibilities

• Serves as the first point of contact for bank clients and uncovers personal banking needs.
• Assist clients with self-service transactions and connect them to specialists.
• Leverages resources to optimize client experience and ensure accuracy and regulatory compliance.
• Adheres to processes and guidelines for account openings, maintenance, and Digital Assisted Shopping.
• Manages client interactions by taking the best course of action for the bank and clients.

Skills

Active Listening

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Business Acumen

Client Management

Sales Skills

Prospecting

Pipeline Management

Education

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

Tools

Microsoft Office

Job description

Bank of America is seeking a Customer Service Associate to serve as the frontline contact for financial center clients, uncover personal banking needs, and connect customers to specialists. You will support self-service transactions and deepen relationships while delivering exceptional client care.

Responsibilities include promoting platform services, ensuring regulatory compliance, and following up with clients to maintain satisfaction. Weekend/extended hours may be required.