Senior Banker

Bank of America

. Serve as the first point of contact for financial center clients .

Posted 9/23/2026full-timeAustin • Texas • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management and financial solutions, with a strong focus on enhancing client experiences through effective communication and problem-solving. Proficient in utilizing banking products and technologies to meet client needs and achieve sales goals.

Highest-signal resume keywords

Client Relationship ManagementSales ExperienceBanking Products KnowledgeStrong Communication SkillsBilingual Spanish

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial SkillsSales TechniquesAccount ManagementProblem-SolvingTime Management

Soft Skills

CollaborationMotivationAdaptabilityCritical ThinkingClient Care

Tools & Technologies

MS ApplicationsSelf-Service TechnologiesDigital Assisted Shopping

Certifications & Qualifications

Notary Commission

Industry Keywords

Financial CenterRetail BankingClient-Centric EnvironmentRelationship ManagerConsumer Solutions

About the role

Key responsibilities & impact

Serve as the first point of contact for financial center clients
Uncover personal banking needs of individual and small business clients
Offer appropriate banking solutions and connect clients to specialists
Deepen client relationships through platform services
Support clients with self-service and transactional activities
Provide exceptional client care
Proactively connect with clients through outbound calls and consistent follow-up routines
Partner with teams to provide consumer and small business solutions, services, and strategies
Assist, educate, and train clients on simple transactions through self-service technologies
Leverage resources, technologies, and processes to optimize client experience and operational accuracy
Follow established processes, laws, and guidelines for account opening, account maintenance, and Digital Assisted Shopping
Manage client interactions in accordance with bank interests, client needs, and regulatory requirements

Requirements

What you’ll need

Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment, or minimum six months previously holding the Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) role at Bank of America
Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results
Ability to collaborate effectively and build strong relationships
Passion, commitment, and drive to improve clients’ financial lives
Confidence identifying solutions based on client needs
Strong written and verbal communication skills
Ability to communicate effectively and confidently with all clients in person and by phone
Ability to learn and adapt to new information and technology platforms, handle ambiguity, and adapt to changing circumstances
Strong critical thinking and problem-solving skills
Effective time management and ability to organize, prioritize, and perform multiple tasks simultaneously
Commissioned notary or ability to successfully obtain a notary commission in the state worked within a few months of starting the role
Flexibility to work weekends and/or extended hours as needed
Bilingual Spanish highly desired
Associate’s or bachelor’s degree in business, finance, or a related field highly desired
Experience working in a financial center where goals were met or exceeded highly desired
Retail and/or sales experience in a salary-plus-incentive environment highly desired
Experience with individual and/or team goals highly desired
Experience with financial information, spreadsheets, and financial skills highly desired
Knowledge of banking products and services highly desired
Strong computer skills, including MS applications, and previous laptop technology experience highly desired

Benefits

Comp & perks

Competitive benefits supporting physical, emotional, and financial well-being
Flexibility depending on role
Career opportunities to learn, grow, and make an impact
Training at one financial center
Potential transfer to another location within a reasonable commuting distance of home, as permitted by law