Client-Focused Personal Banking Advisor

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

Job summary

Bank of America in Boston, MA is hiring a Financial Center Associate to serve as the first point of contact for clients, uncover personal banking needs, and connect customers to specialists. You will deepen client relationships through platform services and assist with self-service transactions while maintaining exceptional client care.

The role requires strong communication, sales aptitude, and the ability to handle multiple tasks with accuracy.

Qualifications

• Minimum education: High School Diploma or GED.
• Bachelor’s or Associate degree in business, finance, or related field preferred.
• Experience in a relationship‑oriented sales environment is valued.

Responsibilities

• Serve as first point of contact for financial center clients.
• Uncover personal banking needs and connect clients to specialists.
• Deepen client relationships through platform services and self-service options.
• Ensure compliance with regulatory requirements and company policies.
• Maintain proactive follow-up with clients and outbound calls.

Skills

Active Listening

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED

Associate's Degree or Bachelor's Degree

Job description

Bank of America in Boston, MA is hiring a Financial Center Associate to serve as the first point of contact for clients, uncover personal banking needs, and connect customers to specialists. You will deepen client relationships through platform services and assist with self-service transactions while maintaining exceptional client care.

The role requires strong communication, sales aptitude, and the ability to handle multiple tasks with accuracy.