Senior Personal Banker & Relationship Advisor

Bank of America; San Jose (CA); On-site; USD 54,000 - 68,000; Full time

Job summary

Bank of America is seeking a customer-focused role to uncover personal banking needs for individuals and small businesses, offering appropriate solutions and connecting clients to specialists. You will balance service requests with transactions, proactively follow up, and handle diverse client engagements.

The role requires weekends or extended hours and entails in-office collaboration with a flexible approach based on role-specific needs. Join us to help clients achieve their financial goals.

Qualifications

• High School Diploma or GED required.
• Experience in sales and client-facing roles is preferred.
• Ability to learn banking products and adapt to processes.
• Strong communication and teamwork skills.
• Notary commission may be required within state regulations.

Responsibilities

• Build and deepen client relationships by uncovering financial needs and recommending products and services.
• Respond to inquiries and provide customized banking solutions.
• Promote and fulfill banking products such as accounts, credit cards, loans, and IRAs.
• Identify needs for licensed sales functions and refer to partners.
• Quote rates, terms and programs; manage risk in transactions.
• Assist clients with self-service tools and navigate digital channels.
• Operate within regulatory requirements and company policies.

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

Bachelor’s Degree in business/finance

Job description

Bank of America is seeking a customer-focused role to uncover personal banking needs for individuals and small businesses, offering appropriate solutions and connecting clients to specialists. You will balance service requests with transactions, proactively follow up, and handle diverse client engagements.

The role requires weekends or extended hours and entails in-office collaboration with a flexible approach based on role-specific needs. Join us to help clients achieve their financial goals.