Senior Relationship Banker - Personal & Small Business

Bank of America; Beaverton (OR); On-site; USD 42,000 - 64,000; Full time

Job summary

Bank of America in the United States seeks a client-focused associate to uncover personal banking needs and connect clients with suitable solutions. You will balance service requests with in-person or inbound call activities and proactively follow up with clients to deepen relationships.

The role covers presenting banking products (checking/savings, credit cards, CDs, IRAs, loans), guiding clients through digital tools, and ensuring accurate, compliant service while supporting financial center

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
• Strong written and verbal communications skills
• Confident in identifying solutions for helping new and existing clients
• Must be able to work weekends and/or extended hours at multiple financial center locations

Responsibilities

• Build and deepen client relationships by uncovering financial needs and recommending bank products
• Respond to inquiries with customized banking solutions
• Introduce and fulfill banking products such as checking/savings, cards, CDs, IRAs, loans
• Refer opportunities for licensed sales functions to partners when appropriate
• Quote rates and programs while ensuring compliance and risk management
• Collaborate with teams to provide consumer and small business solutions

Skills

Active Listening

Client Focus

Sales Experience

Communication Skills

Time Management

Education

High School Diploma / GED

Job description

Bank of America in the United States seeks a client-focused associate to uncover personal banking needs and connect clients with suitable solutions. You will balance service requests with in-person or inbound call activities and proactively follow up with clients to deepen relationships.

The role covers presenting banking products (checking/savings, credit cards, CDs, IRAs, loans), guiding clients through digital tools, and ensuring accurate, compliant service while supporting financial center