Client-Focused Banking Advisor

Bank of America

Virginia (MN)

On-site

USD 52,000 - 76,000

Full time

11 days ago
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Job summary

Bank of America is seeking a customer-focused, results-driven individual for a role at a United States financial center. You will partner with teams to understand personal and small business banking needs, educate clients on self-service tools, and deliver accurate, compliant service across opening accounts and maintenance.

The ideal candidate has strong communication, relationship building, and problem‑solving abilities, plus flexibility to work weekends and in multiple locations.

Qualifications

  • Minimum 1 year sales experience in a relationship‑oriented environment
  • Self-starter with strong work ethic and results focus
  • Collaborates effectively to build relationships
  • Passion and drive to improve clients' financial lives
  • Confident in identifying client solutions
  • Strong written and verbal communications skills
  • Able to engage all clients in person or by phone
  • Learns new information and adapts to changing situations
  • Uses critical thinking and problem‑solving to meet client needs
  • Manages time and multitasks effectively
  • Notary commission eligible within a few months
  • Willing to work weekends and extended hours at multiple locations

Responsibilities

  • Partners with teams to provide financial center clients with consumer and small business solutions and strategies
  • Educates clients on simple transactions through self‑service technologies
  • Leverages resources to optimize client experience and operational excellence
  • Adheres to processes, laws and guidelines for opening accounts and maintenance
  • Manages client interactions and complies with regulatory requirements

Skills

Active Listening
Business Acumen
Customer & 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
Associate's or Bachelor's Degree in business, finance or related field

Job description

Bank of America is seeking a customer-focused, results-driven individual for a role at a United States financial center. You will partner with teams to understand personal and small business banking needs, educate clients on self-service tools, and deliver accurate, compliant service across opening accounts and maintenance.

The ideal candidate has strong communication, relationship building, and problem‑solving abilities, plus flexibility to work weekends and in multiple locations.

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