Senior Personal Banker — Relationship & Solutions

Bank Of America; Lake Arrowhead (CA); On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

Benefits eligible

In-office culture

Job summary

Bank of America is hiring for a client-focused banking role in the Lake Arrowhead, CA area. You will uncover personal banking needs, connect clients with specialists, and balance service requests with transactional activities.

The position emphasizes proactive client follow-up, regulatory compliance, and a strong sales mindset to grow relationships. The role requires one year of sales experience, solid communication skills, weekend/extended hours availability, and notary eligibility within a few

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
• Collaborates effectively to get things done, building and nurturing strong relationships
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
• Strong written and verbal communications skills
• Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances
• Applies strong critical thinking and problem-solving skills to meet clients' needs
• Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously
• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance

Responsibilities

• Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs
• Responds to customer inquiries and concerns, creating customized solutions
• Introduces and fulfills banking products (examples: checking & savings accounts, credit cards, CDs, IRAs, loans)
• Identifies client needs for licensed sales functions and refer to partners (Merrill, Lending, & Small Business)
• Quotes rates, terms and programs for banking solutions
• Manages risk in every business, product and service transaction leveraging available tools
• Leverages expertise from prior role by interacting with clients with an increased complexity of financial needs
• Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities
• Assists, educates, and trains clients on conducting simple transactions through self-service technologies
• Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
• Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping
• Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements

Skills

Active Listening

Communication Skills

Relationship Building

Problem Solving

Sales Experience

Time Management

Client Focus

Notary Eligible

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

Bank of America is hiring for a client-focused banking role in the Lake Arrowhead, CA area. You will uncover personal banking needs, connect clients with specialists, and balance service requests with transactional activities.

The position emphasizes proactive client follow-up, regulatory compliance, and a strong sales mindset to grow relationships. The role requires one year of sales experience, solid communication skills, weekend/extended hours availability, and notary eligibility within a few