Senior Relationship Banker & Financial Solutions

Bank of America; Mesa (AZ); On-site; USD 42,000 - 60,000; Full time

Job summary

Bank of America in Mesa, AZ, seeks a customer‑focused professional to uncover personal banking needs for individuals and small business clients. You will balance service requests with transactions, proactively follow up with clients, and connect them with specialists for suitable banking solutions.

The role emphasizes building relationships, recommending products, and guiding clients through licensed sales functions while upholding regulatory requirements. Weekend hours may be required.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship‑oriented and client‑centric environment.
• Strong written and verbal communications skills.
• Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances.

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, credit cards, CDs, IRAs, loans).
• Quotes rates, terms and programs for banking solutions.
• Manages risk in every business, product and service transaction leveraging available tools.
• Partners with teams to provide financial center clients with consumer and small business solutions, services, and strategies.

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

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

Job description

Bank of America in Mesa, AZ, seeks a customer‑focused professional to uncover personal banking needs for individuals and small business clients. You will balance service requests with transactions, proactively follow up with clients, and connect them with specialists for suitable banking solutions.

The role emphasizes building relationships, recommending products, and guiding clients through licensed sales functions while upholding regulatory requirements. Weekend hours may be required.