Personal Banking Advisor

Bank of America; Pleasanton (CA); On-site; USD 54,000 - 66,000; Full time

Benefits offered by this job

Benefits package

Job summary

Bank of America is seeking a customer-facing banking professional to serve as the first point of contact for financial center clients, uncover personal banking needs, and connect clients to specialists. You will deepen relationships, support self-service activities, and drive exceptional client care through outbound calls and consistent follow-up.

Open to the entire market with location based on business needs; training occurs at a financial center with potential relocation within a reasonable

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
• Collaborates effectively to get things done, building and nurturing strong relationships
• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives
• Confident in identifying solutions for helping new and existing clients based on their needs
• Strong written and verbal communications skills
• Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)
• Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances
• Applies strong critical thinking and problem-solving skills to meet clients’ needs
• Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously
• Is a commissioned notary or can successfully obtain a notary commission in the state you work within a fewmonths of start date in role (exact timeframe varies by location due to differing state laws)
• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance

Responsibilities

• Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities
• Assists, educates, and trains clients on conducting simple transactions through self-service technologies
• Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
• Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping
• Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements

Job description

Bank of America is seeking a customer-facing banking professional to serve as the first point of contact for financial center clients, uncover personal banking needs, and connect clients to specialists. You will deepen relationships, support self-service activities, and drive exceptional client care through outbound calls and consistent follow-up.

Open to the entire market with location based on business needs; training occurs at a financial center with potential relocation within a reasonable