Client Banking Advisor (Personal & Small Business)

Bank of America; Baltimore (MD); On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is seeking a client-focused Financial Center Associate to serve as the first contact for clients, uncover personal banking needs, and provide appropriate solutions. You will deepen relationships through platform services, support self-service and transactions, and connect clients with specialists.

The role emphasizes outbound outreach and consistent follow-up to ensure superior client care. The position requires selling skills, strong communication, and the ability to work

Qualifications

• 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 intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
• Confident in identifying solutions for helping new and existing clients based on their needs.
• Strong written and verbal communications skills.

Responsibilities

• Partners with teams to provide financial center clients with consumer and small business solutions.
• Assists, educates, and trains clients on conducting simple transactions through self-service technologies.
• Leverages resources and processes to optimize the client experience and deliver operational excellence and accuracy.
• Adheres to established processes, laws, and guidelines in opening accounts and maintenance.
• Manages client interactions by taking the best course of action for the bank and its clients, complying with regulatory requirements.

Skills

Active Listening

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Team Collaboration

Prospecting

Pipeline Management

Account Management

Education

Associate’s Degree or Bachelor’s Degree in business or finance

High School Diploma or GED

Job description

Bank of America is seeking a client-focused Financial Center Associate to serve as the first contact for clients, uncover personal banking needs, and provide appropriate solutions. You will deepen relationships through platform services, support self-service and transactions, and connect clients with specialists.

The role emphasizes outbound outreach and consistent follow-up to ensure superior client care. The position requires selling skills, strong communication, and the ability to work