Senior Banker - Milwaukee, Wi

Bank of America

Oak Creek, Wisconsin, US
**
Client relationship management
Sales experience
Proactive client outreach
** Bank of America is seeking a Senior Banker in Oak Creek, Wisconsin, to serve as the first point of contact for clients, focusing on personal banking needs for both individuals and small businesses. The role emphasizes relationship building, client care, and utilizing technology to enhance the banking experience. **

Job Summary

  • This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists.
  • Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care.
  • Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines.

Matching Summary

Match Score: 75

** Bank of America is seeking a Senior Banker in Oak Creek, Wisconsin, to serve as the first point of contact for clients, focusing on personal banking needs for both individuals and small businesses. The role emphasizes relationship building, client care, and utilizing technology to enhance the banking experience. **

Skills & Requirements

Must-have

  • client relationship management
  • sales experience
  • proactive client outreach
  • transactional activities
  • self-service technologies

Nice-to-have

  • strong work ethic
  • passion and commitment
  • adapt to new information
  • critical thinking skills

Key Requirements

  • Minimum of one year demonstrated sales experience
  • Must be able to work weekends and/or extended hours
  • Commissioned notary or ability to obtain commission

Work Rights

Not specified

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