Client Banking Advisor - Personal & Small Business

National Black MBA Association; Baltimore, Northern (MD, KY); Hybrid; USD 54,520,000 - 90,866,000; Full time

Job summary

Bank of America in Baltimore, MD is hiring to serve as the first point of contact for financial center clients. You will uncover personal banking needs, connect clients to specialists, and deepen relationships by offering platform services and guiding self-service transactions.

The role emphasizes proactive outbound outreach, follow-up routines, and delivering exceptional client care while navigating banking products and processes.

Qualifications

• Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
• Shift: 1st shift (United States of America)
• Hours Per Week: 40

Responsibilities

• Partners with teams to provide financial center clients with consumer and small business solutions.
• Assists, educates, and trains clients on self-service transactions.
• Leverages resources to optimize the client experience and deliver operational excellence and accuracy.
• Adheres to processes and guidelines in opening accounts and account maintenance
• Manages client interactions and adheres to regulatory requirements

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

Associate’s Degree or Bachelor’s Degree in business or related field

Tools

Microsoft Office

Job description

Bank of America in Baltimore, MD is hiring to serve as the first point of contact for financial center clients. You will uncover personal banking needs, connect clients to specialists, and deepen relationships by offering platform services and guiding self-service transactions.

The role emphasizes proactive outbound outreach, follow-up routines, and delivering exceptional client care while navigating banking products and processes.