Senior Personal Banker & Financial Solutions Partner

Bank of America; Savannah (GA); On-site; USD 35,000 - 55,000; Full time

Job summary

Bank of America is seeking a client-focused individual to serve as the first point of contact for financial center clients, uncovering personal and small business banking needs and connecting them to specialists.

You will deepen client relationships, support self-service or transactional activities, and provide exceptional client care with outbound follow-ups and consistent contact routines.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented environment.
• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results.
• Collaborates effectively to get things done and build strong relationships.
• Passion and drive to deliver an experience that improves clients' financial lives.
• Confident in identifying solutions for helping clients based on their needs.
• Strong written and verbal communications skills.
• Comfortable engaging all clients in-person and by phone.
• Able to learn and adapt to new information and platforms.
• Applies critical thinking and problem-solving skills to client needs.
• Excellent time management and ability to multi-task.

Responsibilities

• Partners with teams to provide consumer and small business solutions and guidance.
• Educates clients on conducting simple transactions via self-service technologies.
• Leverages resources and processes to optimize the client experience and ensure accuracy.
• Adheres to processes, laws, and guidelines in opening accounts and maintenance.
• Manages client interactions and ensures regulatory compliance.

Skills

Active Listening

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Education

Associate's or Bachelor's in business/finance

Job description

Bank of America is seeking a client-focused individual to serve as the first point of contact for financial center clients, uncovering personal and small business banking needs and connecting them to specialists.

You will deepen client relationships, support self-service or transactional activities, and provide exceptional client care with outbound follow-ups and consistent contact routines.