Senior Personal Banker — Client Solutions & Growth

Bank of America; Washington; On-site; USD 37,000 - 48,000; Full time

Job summary

Bank of America is seeking a customer-focused professional to serve as the first point of contact for financial center clients. You will uncover personal banking needs, offer suitable solutions, and connect clients to specialists to deepen relationships.

You will educate clients on self-service options, assist with basic transactions, and leverage available resources to deliver excellent service while maintaining regulatory compliance.

Qualifications

• Proven ability to listen actively and identify client banking needs.
• Ability to educate clients on self-service banking options and transactions.
• Strong understanding of customer service workflows and compliance guidelines.

Responsibilities

• Serve as the first point of contact for financial center clients, uncover personal banking needs and connect clients to specialists.
• Assist clients with self-service transactions and guide them through digital banking tools.
• Support client relationships by proactive outreach and follow-up to ensure exceptional service.

Skills

Active Listening

Business Acumen

Customer 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

Education

High School Diploma / GED

Job description

Bank of America is seeking a customer-focused professional to serve as the first point of contact for financial center clients. You will uncover personal banking needs, offer suitable solutions, and connect clients to specialists to deepen relationships.

You will educate clients on self-service options, assist with basic transactions, and leverage available resources to deliver excellent service while maintaining regulatory compliance.