Personal Banking Advisor

National Black MBA Association; Northern (KY); Hybrid; USD 32,000 - 42,000; Full time

Job summary

Bank of America seeks a customer-focused associate to engage clients in the lobby and guide them through self-service options like mobile and online banking. You will process cash transactions, uncover client needs, and connect them with suitable financial solutions.

Strong relationship-building, communication, and sales skills are essential to enhance the client experience while adhering to regulatory requirements. Weekend or extended hours may be required within a network of nearby centers.

Qualifications

• Experience in financial services or banking is preferred.
• One year of sales experience in salary plus incentive environment.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions.
• Process cash transactions accurately and efficiently.
• Develop deep client conversations to identify financial goals and connect to solutions.
• Build relationships with clients to meet financial needs and drive growth.
• Follow processes, guidelines, and regulations to ensure compliance.
• Manage center traffic, appointments, and outbound calls.
• Enhance the client experience and loyalty.

Skills

Adaptability

Customer Focus

Problem Solving

Relationship Building

Sales Mindset

Communication

Education

Bachelor's degree

Associate’s degree in business/finance

Job description

Bank of America seeks a customer-focused associate to engage clients in the lobby and guide them through self-service options like mobile and online banking. You will process cash transactions, uncover client needs, and connect them with suitable financial solutions.

Strong relationship-building, communication, and sales skills are essential to enhance the client experience while adhering to regulatory requirements. Weekend or extended hours may be required within a network of nearby centers.