Personal Banking Advisor

Bank of America; Northern (KY); Hybrid; USD 36,000 - 52,000; Full time

Job summary

Bank of America in the United States is seeking a branch-focused professional to engage clients in the lobby, educate them on self-service options, and process cash transactions accurately. You will build relationships, understand client needs, and guide them to solutions that fit their financial goals.

The role emphasizes client experience and banking compliance. The position requires strong communication, problem-solving, and the ability to work weekends or extended hours as needed, with a

Qualifications

• Experience in financial services industry recommended.
• Six months of cash handling experience preferred.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes and guidelines to do what is right for clients and the bank, adhering to laws and regulations.
• Grows business knowledge and network by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience.
• Manages cash responsibilities.

Skills

Adaptability

Business Acumen

Customer and 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

Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

Job description

Bank of America in the United States is seeking a branch-focused professional to engage clients in the lobby, educate them on self-service options, and process cash transactions accurately. You will build relationships, understand client needs, and guide them to solutions that fit their financial goals.

The role emphasizes client experience and banking compliance. The position requires strong communication, problem-solving, and the ability to work weekends or extended hours as needed, with a