Senior Relationship Banker: Client Solutions

Bank of America; Columbus (OH); Presencial; USD 36.000 - 45.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Paid time off

Industry-leading benefits

Descripción de la vacante

Bank of America in Columbus, OH is hiring for a Personal Banker role. The position focuses on uncovering clients' banking needs, offering suitable solutions, and connecting clients with specialists.

Responsibilities include handling transactions, proactive follow-ups, and building long-term client relationships. The role requires at least 1 year of sales experience in a client-centric environment, strong communication skills, and the ability to work in a team while meeting goals.

Formación

• 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, acting in the best interest of the client.
• 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.
• Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone).
• Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances.

Responsabilidades

• 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.
• Leverages expertise from prior role by interacting with clients with an increased complexity of financial needs.
• Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities.
• Assists, educates, and trains clients on conducting simple transactions through self-service technologies.
• Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy.
• Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping.
• Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements.

Conocimientos

Active Listening

Sales Skills

Relationship Building

Customer Focus

Oral Communications

Time Management

Problem Solving

Notary Commission

Educación

High School Diploma / GED

Descripción del empleo

Bank of America in Columbus, OH is hiring for a Personal Banker role. The position focuses on uncovering clients' banking needs, offering suitable solutions, and connecting clients with specialists.

Responsibilities include handling transactions, proactive follow-ups, and building long-term client relationships. The role requires at least 1 year of sales experience in a client-centric environment, strong communication skills, and the ability to work in a team while meeting goals.