Client Banking Advisor: Personal & Small Business Solutions

Sacbar

Concord, Northern (CA, KY)

Hybrid

USD 36,000 - 44,000

Full time

8 days ago

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Job summary

Bank of America is looking for a Financial Center Associate to serve as the first point of contact for clients, uncovering personal banking needs and connecting them to specialists. The role emphasizes proactive outreach, self-service support, and delivering exceptional client care.

You may train at a designated financial center and could move to other locations within a reasonable commuting distance. The position requires weekend/extended hours as needed and strict adherence to regulatory

Qualifications

Minimum one year of sales experience in a client-centric environment
Strong written and verbal communications skills
Able to learn and adapt to new information and technology platforms
Ability to work weekends and/or extended hours as needed
Notary commission in the state or obtain within a few months

Responsibilities

Provide consumer and small business solutions to clients.
Educate and train clients on self-service transactions.
Leverage resources and processes to optimize client experience.
Adhere to processes, laws, and guidelines for opening accounts and digital shopping.
Interact with clients and comply with regulatory requirements