Senior Personal Banking & Solutions Specialist

Bank of America; Broomfield (CO); On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

Formulaic incentive plan

Industry-leading benefits

Paid time off

Job summary

Bank of America is hiring for a role focused on uncovering personal banking needs and delivering tailored solutions. You will engage clients to build relationships, promote banking products, and coordinate with partners to meet complex financial goals.

The position requires a proactive, results-driven mindset, strong communication, and the ability to work weekends or extended hours at a nearby financial center. Training and compliance support are provided.

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.
• 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.

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 (checking & savings accounts, credit cards, CDs, IRAs, loans).
• Identifies client needs for licensed sales functions and refers 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.

Skills

Active Listening

Customer Focus

Relationship Building

Problem Solving

Communication

Education

High School Diploma or GED

Job description

Bank of America is hiring for a role focused on uncovering personal banking needs and delivering tailored solutions. You will engage clients to build relationships, promote banking products, and coordinate with partners to meet complex financial goals.

The position requires a proactive, results-driven mindset, strong communication, and the ability to work weekends or extended hours at a nearby financial center. Training and compliance support are provided.