Senior Banker

Bank of America

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

Posted 9/24/2026full-timeJacksonville • Florida • 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 sales within a financial services environment, focusing on delivering tailored banking solutions and exceptional client care. Proficient in utilizing self-service technologies and adhering to regulatory requirements to enhance client experiences.

Highest-signal resume keywords

Client Relationship ManagementSales ExperienceStrong Communication SkillsProblem-Solving SkillsNotary Commission

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales ExperienceClient Needs AssessmentAccount Opening ProcessesDigital Assisted ShoppingSelf-Service Technology Training

Soft Skills

Relationship BuildingTime ManagementAdaptabilityCritical ThinkingOrganizational Skills

Tools & Technologies

Self-Service TechnologiesBanking Solutions Platforms

Certifications & Qualifications

Notary Commission

Industry Keywords

Financial ServicesClient CareConsumer SolutionsSmall Business ServicesRegulatory Compliance

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
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 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 focus on results
Ability to collaborate effectively and build and nurture strong relationships
Passion, commitment and drive to improve clients’ financial lives
Confidence identifying solutions for new and existing clients based on their 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
Ability to handle ambiguity and changing circumstances
Strong critical thinking and problem-solving skills
Effective time management, organization, prioritization, and multitasking skills
Is a commissioned notary or can successfully obtain a notary commission in the state of work within a few months of starting
Must be able to work weekends and/or extended hours, including at any financial center within a reasonable distance
High School Diploma / GED / Secondary School or equivalent

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for teammates’ physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
Career development opportunities
In-office flexibility based on role-specific responsibilities and business needs