Personal Banking Advisor

Sacbar; California (MO); On-site; USD 36,000 - 43,000; Full time

Job summary

Bank of America is seeking a client-focused associate to serve as the first point of contact for financial center clients in person or by phone. You will uncover personal banking needs, offer tailored solutions, and connect clients with specialists to deepen relationships.

The role emphasizes proactive outreach, excellent client care, and adherence to regulatory requirements across multiple financial center locations, with a typical 40-hour work week.

Qualifications

• Minimum of one year in sales or client-facing roles.
• Strong communication skills, both written and verbal.
• Ability to learn and adapt to new information and processes.

Responsibilities

• Serve as first point of contact for financial center clients.
• Uncover personal banking needs and connect to specialists.
• Guide clients through self-service options and transactional activities.

Skills

Sales-oriented

Customer focus

Communication

multitasking

Education

High School Diploma / GED

Associate's or Bachelor's (Preferred)

Tools

Microsoft Office

Job description

Bank of America is seeking a client-focused associate to serve as the first point of contact for financial center clients in person or by phone. You will uncover personal banking needs, offer tailored solutions, and connect clients with specialists to deepen relationships.

The role emphasizes proactive outreach, excellent client care, and adherence to regulatory requirements across multiple financial center locations, with a typical 40-hour work week.