Banking Solutions Advisor – Client Growth & Service

Bank of America; Belfast (ME); On-site; USD 34,000 - 43,000; Full time

Job summary

Bank of America in Belfast, ME is seeking a client-focused associate to connect clients with the bank’s solutions and help achieve financial goals. You will balance service requests with sales opportunities, gather information, and tailor recommendations in clear, plain language.

You will respond to inquiries, open accounts, and help with loans and cards, collaborating with partners to match client needs with banking products. Weekend availability and in-office work are required.

Qualifications

• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives
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Responsibilities

• Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs
• Responds to customer inquiries and concerns, creating customized solutions
• Sells and fulfills banking products including checking and savings accounts, credit cards, Certificate of Deposits (CDs), Individual Retirement Accounts (IRAs), and loans
• Identifies client needs for licensed sales functions, making referrals to Line of Business partners
• Quotes rates, terms, and programs for banking solutions
• Manages risk in every business, product, and service transaction leveraging available tools

Skills

Attention to Detail

Client Solutions Advisory

Customer and Client Focus

Interpret Relevant Laws, Rules, andReg

Adaptability

Client Experience Branding

Customer Service Management

Issue Management

Problem Solving

Active Listening

Business Development

Consulting

Referral Identification

Research

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Belfast, ME is seeking a client-focused associate to connect clients with the bank’s solutions and help achieve financial goals. You will balance service requests with sales opportunities, gather information, and tailor recommendations in clear, plain language.

You will respond to inquiries, open accounts, and help with loans and cards, collaborating with partners to match client needs with banking products. Weekend availability and in-office work are required.