Senior Banker

Bank of America

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

Posted 9/21/2026full-timeLos Angeles • California • United StatesSenior💰 $26 - $32 per hourWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong client relationship management and sales skills, with a focus on providing tailored financial solutions and exceptional client care. Proficient in utilizing self-service technologies and optimizing client experiences while adhering to regulatory requirements.

Highest-signal resume keywords

Client Relationship ManagementSales ExperienceEffective Communication SkillsProblem-Solving SkillsNotary Commission

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

Account MaintenanceDigital Assisted ShoppingFinancial SolutionsBanking Products/ServicesFinancial InformationSpreadsheets

Soft Skills

CollaborationTime ManagementOrganizationAdaptabilityCritical Thinking

Tools & Technologies

Self-Service TechnologiesMicrosoft ApplicationsLaptop Technology

Certifications & Qualifications

Notary Commission

Industry Keywords

Financial CenterClient-Centric EnvironmentRetail/SalesIncentive EnvironmentsGoal-Oriented Environments

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 financial 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
Conduct 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
Open accounts, perform account maintenance, and conduct Digital Assisted Shopping in accordance with established processes and regulations
Manage client interactions while complying with regulatory requirements

Requirements

What you’ll need

Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
Alternatively, six months in qualifying Bank of America roles: Relationship Manager, Advisor Development Program RM, Credit Solutions Advisor I, or Relationship Manager Business Owner Specialist
Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results
Effective collaboration and relationship-building skills
Strong written and verbal communication skills
Comfortable engaging 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
Must be a commissioned notary or successfully obtain a notary commission in the state of work within a few months of start date
Must be able to work weekends and/or extended hours
Must be able to travel to any financial center location within a reasonable distance
Minimum education requirement: High School Diploma, GED, Secondary School, or equivalent
40 hours per week
Desired: Associate's or Bachelor's Degree in business, finance, or related field
Desired: Experience in financial centers, retail/sales, incentive environments, goal-oriented environments, financial information, spreadsheets, banking products/services, Microsoft applications, and laptop technology

Benefits

Comp & perks

Formulaic incentive plan eligibility
Industry-leading benefits
Paid time off
Resources and support for employees
Opportunities to learn, grow, and make an impact
Inclusive workplace
Support for teammates’ physical, emotional, and financial wellness
Performance recognition and rewards