Client Banking Advisor - Personal & Small Biz Solutions

Bank of America; West Jordan (UT); On-site; USD 40,000 - 52,000; Full time

Job summary

Bank of America is seeking an engaging Financial Center Associate to serve as the primary client contact, uncover personal banking needs, and connect clients with suitable solutions. You will guide customers through self-service options, maintain compliance, and deliver exceptional service in a fast-paced environment.

Ideal candidates show sales experience, strong communication skills, and a readiness to obtain a notary commission if required.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Self-starter with strong work ethic and results focus; acts in the best interest of the client.
• Collaborates effectively to build and nurture relationships.
• Passion, commitment and drive to improve clients' financial lives.
• Confident in identifying solutions for new and existing clients based on needs.
• Strong written and verbal communications skills.
• Comfortable engaging all clients in person or by phone.
• Able to learn and adapt to new information and technology platforms.
• Applies strong critical thinking and problem-solving to client needs.

Responsibilities

• Serve as first point of contact for financial center clients and uncover personal banking needs.
• Educate and train clients on self-service transactions and available solutions.
• Leverage resources to optimize client experience and ensure operational excellence.
• Adhere to processes and regulations when opening accounts and servicing clients.
• Manage client interactions and follow regulatory requirements; plan next best actions.

Skills

Active Listening

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking an engaging Financial Center Associate to serve as the primary client contact, uncover personal banking needs, and connect clients with suitable solutions. You will guide customers through self-service options, maintain compliance, and deliver exceptional service in a fast-paced environment.

Ideal candidates show sales experience, strong communication skills, and a readiness to obtain a notary commission if required.