Senior Personal Banker – Relationship & Solutions

Bank of America; West Saint Paul (MN); On-site; USD 36,000 - 45,000; Full time

Benefits offered by this job

Benefits

Paid time off

Job summary

Bank of America is seeking a motivated personal banking Associate who helps uncover clients' financial needs and offers appropriate solutions. You will balance service requests with transactions, engage clients proactively, and follow up consistently while supporting notary duties when required.

The role emphasizes building relationships, driving sales, and delivering great client experiences in an in-office environment with flexible role-based requirements.

Qualifications

• Minimum of a year in sales or relationship-building roles.
• Excellent communication and client-focused mindset.
• Ability to learn and adapt in a fast-paced banking environment.
• Compliance with regulatory requirements and notary capability a plus.

Responsibilities

• Build and deepen client relationships by uncovering financial needs and recommending suitable products and services.
• Respond to inquiries with customized banking solutions.
• Promote banking products (checking, savings, cards, CDs, IRAs, loans).
• Refer clients to partners for licensed sales needs (Merrill, Lending, Small Business).
• Provide accurate quotes for rates, terms, and programs and manage risk.

Skills

Active Listening

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Client Management

Client Solutions

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED

Tools

Microsoft Office

Job description

Bank of America is seeking a motivated personal banking Associate who helps uncover clients' financial needs and offers appropriate solutions. You will balance service requests with transactions, engage clients proactively, and follow up consistently while supporting notary duties when required.

The role emphasizes building relationships, driving sales, and delivering great client experiences in an in-office environment with flexible role-based requirements.