Personal Banking Advisor — Client Solutions & Growth

Bank of America; Fredericksburg (VA); On-site; USD 32,000 - 52,000; Full time

Job summary

Bank of America is seeking a customer-focused professional to serve as the first point of contact for financial center clients, uncovering personal banking needs for individuals and small businesses and connecting them to specialists.

The role involves deepening relationships through platform services, supporting self-service or transactional activities, and delivering exceptional client care while proactively following up with clients, including outbound outreach.

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
• 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

Responsibilities

• Partners with teams to provide financial center clients with consumer and small business solutions, services, and strategies
• 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 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

Skills

Active Listening

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solvin

Education

Associate's Degree or Bachelor's Degree in business, finance or a related field

Job description

Bank of America is seeking a customer-focused professional to serve as the first point of contact for financial center clients, uncovering personal banking needs for individuals and small businesses and connecting them to specialists.

The role involves deepening relationships through platform services, supporting self-service or transactional activities, and delivering exceptional client care while proactively following up with clients, including outbound outreach.