Senior Personal Banker & Relationship Specialist

Bank of America; Corte Madera (CA); On-site; USD 36,000 - 45,000; Full time

Job summary

Bank of America in Corte Madera, CA seeks a Personal Banker to uncover clients' banking needs and connect them with specialists. The role balances service requests with in-person and inbound interactions, driving tailored financial solutions.

The position requires at least 1 year of sales experience, strong communication, and the ability to learn new platforms. Weekend hours may be required; notary commission is a plus and training may occur across multiple centers within commuting distance.

Qualifications

• Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
• FDIC-regulated role with compliance requirements may apply

Responsibilities

• Build and deepen client relationships by uncovering financial needs and recommending products, services, and solutions
• Respond to customer inquiries with customized solutions
• Introduce and fulfill banking products (checking, savings, credit cards, CDs, IRAs, loans)
• Identify client needs for licensed sales functions and refer to partners
• Quote rates, terms and programs for banking solutions
• Manage risk in transactions leveraging available tools
• Collaborate with teams to provide consumer and small business solutions
• Assist and train clients on simple transactions through self-service technologies
• Leverage resources and processes to optimize client experience and operational excellence
• Adhere to processes, laws, and guidelines in opening accounts and digital shopping
• Manage client interactions and regulatory compliance

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

Job description

Bank of America in Corte Madera, CA seeks a Personal Banker to uncover clients' banking needs and connect them with specialists. The role balances service requests with in-person and inbound interactions, driving tailored financial solutions.

The position requires at least 1 year of sales experience, strong communication, and the ability to learn new platforms. Weekend hours may be required; notary commission is a plus and training may occur across multiple centers within commuting distance.