Senior Personal Banker - Client Solutions Lead

Bank of America; Stamford (CT); On-site; USD 36,000 - 45,000; Full time

Job summary

Bank of America in Stamford, CT is hiring a Personal Banking Associate to uncover personal banking needs for individual and small business clients, presenting appropriate solutions, and guiding customers to the right specialists. You will balance in-branch service with inbound calls while maintaining compliance and delivering a high-quality client experience.

The role emphasizes proactive outreach, accurate documentation, and teamwork to ensure smooth transactions, effective cross-selling, and

Qualifications

• At least 1 year of sales experience in a relationship-oriented environment.
• In lieu of 1 year, have held Bank of America RM/ADP RM/CSA I or RMBOS for at least 6 months.
• Strong communication, relationship-building and client-focused mindset.
• Ability to learn, adapt to new information and handle ambiguity.
• Knowledge of banking products is preferred.
• Commitment to working weekends and travel within a reasonable distance.

Responsibilities

• Provide consumer and small business solutions and guide clients to the right specialists.
• Assist clients with self-service transactions and educate on available tools.
• Leverage resources to optimize the client experience and ensure accuracy.
• Follow processes, laws, and guidelines for day-to-day activities including openings and maintenance.
• Manage client interactions with compliant, best-action outcomes.
• Respond to inquiries with tailored solutions through in-person and inbound call channels.

Skills

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

Education

High School Diploma / GED or equivalent

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

Tools

Microsoft Office

Laptop technology

Job description

Bank of America in Stamford, CT is hiring a Personal Banking Associate to uncover personal banking needs for individual and small business clients, presenting appropriate solutions, and guiding customers to the right specialists. You will balance in-branch service with inbound calls while maintaining compliance and delivering a high-quality client experience.

The role emphasizes proactive outreach, accurate documentation, and teamwork to ensure smooth transactions, effective cross-selling, and