Senior Relationship Banker — Client Growth & Solutions

Bank of America; Southwood (AL); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America is seeking a customer‑oriented professional to uncover personal and small business banking needs, advise on solutions, and connect clients with specialists. The role balances service requests with in‑person or inbound call activities and requires proactive follow‑ups and handling diverse client engagements.

Responsibilities include presenting banking products, maintaining regulatory compliance, and delivering accurate, high‑quality service across channels.

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.
• Confident in identifying solutions for helping new and existing clients based on their needs.
• Strong written and verbal communications skills.

Responsibilities

• Builds and deepens client relationships by uncovering financial needs and recommending products and solutions.
• Responds to customer inquiries and concerns with customized solutions.
• Introduces and fulfills banking products (checking & savings, credit cards, CDs, IRAs, loans).
• Identifies client needs for licensed sales functions and refers to partners.
• Quotes rates, terms and programs for banking solutions.
• Manages risk in transactions using available tools.
• Leverages prior experience to handle more complex client engagements.
• Partners with teams to provide consumer and small business solutions.
• Educates clients on simple transactions through self‑service technologies.
• Uses resources and processes to optimize client experience and accuracy.
• Follows established processes and regulatory requirements in day‑to‑day activities.
• Manages client interactions and adheres to bank policies.

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 / GED / Secondary School or equivalent

Associate's Degree or Bachelor's Degree in business, finance or a related field

Job description

Bank of America is seeking a customer‑oriented professional to uncover personal and small business banking needs, advise on solutions, and connect clients with specialists. The role balances service requests with in‑person or inbound call activities and requires proactive follow‑ups and handling diverse client engagements.

Responsibilities include presenting banking products, maintaining regulatory compliance, and delivering accurate, high‑quality service across channels.