Senior Relationship Banker — Client Solutions Lead

Bank of America; South Jordan (UT); On-site; USD 42,000 - 56,000; Full time

Job summary

Bank of America in Utah seeks a results-driven personal banker to uncover client banking needs and provide tailored solutions. You will balance service requests with transactions, proactively connect with clients, and follow up to deepen relationships.

You will introduce banking products, refer to partners when appropriate, and uphold compliance while delivering a high-quality client experience.

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, acting in the best interest of the client.
• Collaboration to build and nurture strong relationships.
• Passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
• Confidence in identifying solutions for helping new and existing clients based on their needs.
• Strong written and verbal communications skills.
• Comfort 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.
• Uses critical thinking and problem-solving skills to meet clients’ needs.
• Good time management and ability to handle multiple tasks simultaneously.
• Commissioned notary or ability to obtain notary commission within months of start date in role.
• Candidates must be able to work weekends and/or extended hours at various locations within a reasonable distance.

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.
• 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.
• Assists, educates, and trains clients on conducting simple transactions through self-service technologies.
• Uses available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy.
• Adheres to established processes, laws, and guidelines in day-to-day activities (opening accounts, maintenance, Digital Assisted Shopping).
• Manages client interactions by taking the best course of action for the bank and its clients and abiding by regulatory requirements.

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

Job description

Bank of America in Utah seeks a results-driven personal banker to uncover client banking needs and provide tailored solutions. You will balance service requests with transactions, proactively connect with clients, and follow up to deepen relationships.

You will introduce banking products, refer to partners when appropriate, and uphold compliance while delivering a high-quality client experience.