Client Banking Advisor — Personal & Small Business

ghr; Fredericksburg (VA); On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America in Fredericksburg, VA is seeking a customer-focused banker to serve as the first point of contact for financial center clients. You will deepen client relationships, support self-service banking, and connect clients to specialists for personal and small business needs.

The role emphasizes outbound engagement, exceptional client care, and adherence to regulatory requirements. Weekend/evening availability may be required, with in-office duties at the local financial center.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
• Strong written and verbal communications skills
• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance

Responsibilities

• Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities
• Assists, educates, and trains clients on conducting simple transactions through self-service technologies
• Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
• Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping
• Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements

Skills

Active Listening

Customer and Client Focus

Relationship Building

Pipeline Management

Prospecting

Account Management

Problem Solving

Oral Communications

Business Acumen

Client Management

Client Solutions Advisory

Client Experience Branding

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Fredericksburg, VA is seeking a customer-focused banker to serve as the first point of contact for financial center clients. You will deepen client relationships, support self-service banking, and connect clients to specialists for personal and small business needs.

The role emphasizes outbound engagement, exceptional client care, and adherence to regulatory requirements. Weekend/evening availability may be required, with in-office duties at the local financial center.