Personal Banking Advisor — Relationship Builder & Solutions

Bank of America; United States; On-site; USD 74,415,000 - 90,977,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is seeking a frontline associate at a financial center who acts as the first point of contact for clients, uncovering personal banking needs and offering appropriate solutions while guiding clients to specialists. The role emphasizes outbound outreach, servicing self-service channels, and delivering exceptional client care.

The position requires strong sales orientation, relationship-building abilities, and the capacity to work weekends or extended hours as needed, with ongoing

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.
• Confident in identifying solutions for helping new and existing clients based on their needs.
• Strong written and verbal communications skills.
• Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances.
• Notary commission within a few months of start date where required.

Responsibilities

• Partners with teams to provide financial center clients with consumer and small business solutions, services, and strategies.
• Assists, educates, and trains clients on identifying and performing 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 and daily banking activities.
• Manages client interactions by choosing appropriate actions and complying with regulatory requirements.

Skills

Sales experience

Strong work ethic

Relationship building

Written and verbal communication

Notary commission

Weekend availability

Attention to detail

Education

Associate's or Bachelor's degree

Job description

Bank of America is seeking a frontline associate at a financial center who acts as the first point of contact for clients, uncovering personal banking needs and offering appropriate solutions while guiding clients to specialists. The role emphasizes outbound outreach, servicing self-service channels, and delivering exceptional client care.

The position requires strong sales orientation, relationship-building abilities, and the capacity to work weekends or extended hours as needed, with ongoing