Senior Banker

Bank of America

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

Posted 10/30/2026full-timeHouston • 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 sales within a banking environment, with a strong focus on delivering personalized banking solutions and optimizing client experiences through effective communication and technology utilization.

Highest-signal resume keywords

Client Relationship ManagementSales ExperienceBanking Products KnowledgeStrong Communication SkillsTime Management

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 ShoppingSelf-Service TechnologiesBanking SolutionsProblem-Solving

Soft Skills

CollaborationEnthusiasmMotivationAdaptabilityOrganization

Tools & Technologies

Microsoft ApplicationsLaptop Technology

Certifications & Qualifications

Notary Commission

Industry Keywords

Financial CenterPersonal BankingSmall Business SolutionsClient-Centric EnvironmentTransactional Activities

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
Educate and train clients on simple transactions using 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 in the best interest of the bank and clients
Conduct outbound calls and consistent follow-up routines
Partner with teams to provide consumer and small business solutions, services, and strategies

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 strong relationships
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
Strong critical thinking and problem-solving skills
Effective time management, organization, prioritization, and multitasking skills
Commissioned notary, or ability to successfully obtain a notary commission in the state of employment within a few months of start date
Ability to work weekends and/or extended hours and at any financial center within a reasonable distance
Minimum high school diploma, GED, secondary school, or equivalent
Associate's or bachelor's degree in business, finance, or related field is desired
Knowledge of banking products and services
Strong computer skills, including Microsoft applications and laptop technology
Ability to work 40 hours per week

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Physical, emotional, and financial wellness support
Opportunities to learn, grow, and build a career
In-office culture supporting collaboration, engagement, and career development
Incentive compensation environment