Senior Relationship Banker – Personal & Small Business

Bank of America; Atlanta (GA); Sur place; USD 42 000 - 70 000; Plein temps

Résumé du poste

Bank of America is seeking a Personal Banker to uncover personal banking needs and connect clients with appropriate solutions. You will balance service requests with in-person or inbound call activities, proactively engage clients, and follow up consistently to handle complex engagements.

Responsibilities include building relationships, recommending banking products, and guiding clients through digital self-service options while ensuring compliance with regulatory requirements.

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, and changing circumstances.
• Demonstrates effective time management and ability to handle multiple tasks.

Responsabilités

• 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).
• Leads with licensed sales functions and refers to partners as needed.
• Quotes rates, terms and programs for banking solutions.
• Manages risk in every business, product and service transaction.

Connaissances

Active Listening

Relationship Building

Client Management

Problem Solving

Oral Communications

Business Acumen

Customer Focus

Pipeline Management

Prospecting

Referral Management

Formation

High School Diploma / GED / Secondary School or equivalent

Description du poste

Bank of America is seeking a Personal Banker to uncover personal banking needs and connect clients with appropriate solutions. You will balance service requests with in-person or inbound call activities, proactively engage clients, and follow up consistently to handle complex engagements.

Responsibilities include building relationships, recommending banking products, and guiding clients through digital self-service options while ensuring compliance with regulatory requirements.