Personal Banking Advisor & Relationship Builder

Bank of America; Everett (WA); On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

Benefits eligible

Incentive plan

Job summary

Bank of America in Everett, WA is seeking a first-point-of-contact for financial center clients to uncover personal banking needs and connect them with specialists. You will support self-service and transactional activities, deepen relationships, and provide exceptional client care.

The role requires at least one year of sales experience, strong communication skills, and the ability to work weekends or extended hours.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Strong written and verbal communications skills.
• Ability to engage all clients (in-person and by phone) and learn new information quickly.

Responsibilities

• Partners with teams to provide financial center clients with consumer and small business solutions.
• Educates clients on self-service transactions and digital tools.
• Optimizes client experience using available resources and processes.
• Adheres to processes, laws, and guidelines in daily activities such as opening accounts and digital shopping.
• Manages client interactions and regulatory compliance.

Skills

Sales experience

Customer focus

Communication skills

Time management

Notary commission readiness

Education

High School Diploma / GED

Job description

Bank of America in Everett, WA is seeking a first-point-of-contact for financial center clients to uncover personal banking needs and connect them with specialists. You will support self-service and transactional activities, deepen relationships, and provide exceptional client care.

The role requires at least one year of sales experience, strong communication skills, and the ability to work weekends or extended hours.