Senior Banker

Bank of America

. Uncover personal banking needs of individual and small business clients .

Posted 11/5/2026full-timeFort Worth • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in uncovering client banking needs and providing tailored financial solutions, while effectively managing client relationships and adhering to regulatory requirements. Proficient in utilizing technology to enhance client experience and operational efficiency.

Highest-signal resume keywords

Client Relationship ManagementSales Experience in BankingKnowledge of Banking ProductsStrong Communication SkillsCritical Thinking and Problem-Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Banking SolutionsFinancial Needs AssessmentTransaction ManagementRisk ManagementFinancial Information Analysis

Soft Skills

Relationship BuildingTime ManagementAdaptabilityMotivation and DriveCollaboration

Tools & Technologies

Microsoft ApplicationsSelf-Service Technologies

Certifications & Qualifications

Notary Commission

Industry Keywords

Personal BankingSmall Business SolutionsRetail BankingFinancial Center ExperienceSales Incentive Environment

About the role

Key responsibilities & impact

Uncover personal banking needs of individual and small business clients
Offer appropriate banking solutions and connect clients to specialists
Balance service requests with transactional activities, including in-person and inbound call delivery
Build and deepen client relationships by uncovering financial needs and recommending products, services and solutions
Respond to customer inquiries and concerns with customized solutions
Introduce and fulfill banking products, including checking and savings accounts, credit cards, CDs, IRAs and loans
Identify needs for licensed sales functions and refer clients to Merrill, Lending and Small Business partners
Quote rates, terms and programs for banking solutions
Manage risk in business, product and service transactions
Handle client engagements involving increased complexity of financial needs
Partner with teams to provide consumer and small business solutions, services and strategies
Educate and train clients on simple transactions through self-service technologies
Use resources, technologies and processes to optimize client experience and operational accuracy
Follow established processes, laws and guidelines for account opening, maintenance and Digital Assisted Shopping
Manage client interactions in accordance with bank interests and regulatory requirements

Requirements

What you’ll need

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
Ability to collaborate effectively and build and nurture strong relationships
Passion, commitment and drive to improve clients' financial lives
Ability to identify solutions for new and existing clients based on their needs
Strong written and verbal communication skills
Ability to engage clients in person and by phone
Ability to learn and adapt to new information and technology platforms
Ability to handle ambiguity and changing circumstances
Strong critical thinking and problem-solving skills
Effective time management and ability to organize, prioritize and multitask
Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date
Must be able to work weekends and/or extended hours
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Associate's Degree or Bachelor's Degree in business, finance or a related field (desired)
Experience working in a financial center where goals were met or exceeded (desired)
Retail and/or sales experience in a salary plus incentive environment (desired)
Experience with financial information, spreadsheets and financial skills (desired)
Knowledge of banking products and services (desired)
Strong computer skills including Microsoft applications and laptop technology (desired)

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and build a career
In-office culture supporting collaboration, engagement, and career development