Senior Relationship Banker

Bank of America; Omaha (NE); On-site; USD 40,000 - 60,000; Full time

Job summary

Bank of America is hiring in Omaha for a client-focused role that helps individuals and small businesses uncover financial needs and connect them to the right solutions. The position balances in-person service with transactions, emphasizing proactive client follow-up and a high level of service quality.

Responsibilities include recommending products, quoting terms, and partnering with specialists to deliver consumer and small business solutions.

Qualifications

• Minimum one year of sales experience in a client-centric environment
• Strong work ethic and results orientation
• Proven ability to build relationships and close opportunities
• Effective written and verbal communications
• Comfortable engaging all clients in person or by phone
• Ability to learn new platforms and adapt to change
• Notary commission eligibility or ability to obtain within months

Responsibilities

• Uncover personal banking needs and offer appropriate solutions
• Balance servicing requests with transactional activities
• Proactively connect with clients and follow up
• Introduce and fulfill banking products (checking, savings, cards, loans)
• Refer to partners for licensed sales functions when needed
• Quote rates, terms and programs for banking solutions
• Manage risk and ensure compliance in transactions
• Collaborate with teams to serve consumer and small business clients
• Educate clients on self-service tools and processes
• Leverage resources to deliver accurate service and operational excellence
• Adhere to processes and regulatory requirements in daily tasks

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 / GED

Associate’s or Bachelor’s in business/finance or related field

Tools

Microsoft Office

Job description

Bank of America is hiring in Omaha for a client-focused role that helps individuals and small businesses uncover financial needs and connect them to the right solutions. The position balances in-person service with transactions, emphasizing proactive client follow-up and a high level of service quality.

Responsibilities include recommending products, quoting terms, and partnering with specialists to deliver consumer and small business solutions.