Senior Relationship Banker — Client Solutions Expert

Bank of America; Charlotte (NC); On-site; USD 42,000 - 63,000; Full time

Job summary

Bank of America in Charlotte, NC seeks a client-focused professional to build and deepen relationships by uncovering financial needs and recommending tailored banking solutions. You will respond to inquiries, educate clients on products, and coordinate with partners for licensed sales functions.

The role requires strong communication, time management, and the ability to work weekends or extended hours to serve client needs. Notary commission eligibility may be required.

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
• Demonstrates effective time management and the ability to handle multiple tasks

Responsibilities

• Builds and deepens client relationships by uncovering financial needs and recommending products and solutions
• Responds to customer inquiries with customized banking solutions
• Introduces and fulfills banking products (checking, savings, cards, CDs, IRAs, loans)
• Identifies client needs for licensed sales functions and refers to partners
• Quotes rates, terms and programs for banking solutions and manages risk in transactions

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 or GED

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

Tools

Microsoft Office

Job description

Bank of America in Charlotte, NC seeks a client-focused professional to build and deepen relationships by uncovering financial needs and recommending tailored banking solutions. You will respond to inquiries, educate clients on products, and coordinate with partners for licensed sales functions.

The role requires strong communication, time management, and the ability to work weekends or extended hours to serve client needs. Notary commission eligibility may be required.