Personal Banking & Client Growth Advisor

Bank of America; Dearborn (MI); On-site; USD 38,000 - 52,000; Full time

Job summary

Bank of America is seeking a customer-focused team member to engage clients in the lobby, educate on self-service options, and execute cash transactions accurately. The role emphasizes building relationships and understanding clients’ financial goals to connect them with suitable solutions.

Ideal candidates will have cash handling experience, strong communication skills, and the ability to work in a fast-paced environment with adherence to laws and bank policies.

Qualifications

• Experience in financial services and knowledge of financial services industry, products and solutions.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.

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 in daily activities to do what is right for clients and the bank, adhering to all applicable 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

Customer Focus

Relationship Building

Problem Solving

Oral Communications

Account Management

Client Solutions Advisory

Prospecting

Pipeline Management

Referral Management

Business Development

Education

Bachelor's Degree or business-relevant Associate’s Degree

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a customer-focused team member to engage clients in the lobby, educate on self-service options, and execute cash transactions accurately. The role emphasizes building relationships and understanding clients’ financial goals to connect them with suitable solutions.

Ideal candidates will have cash handling experience, strong communication skills, and the ability to work in a fast-paced environment with adherence to laws and bank policies.