Personal Banking & Client Solutions Advisor

Bank of America; Boerne (TX); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Health insurance

Job summary

Bank of America is seeking a customer‑oriented professional to serve as the first point of contact for financial center clients, helping identify personal banking needs and connecting clients with specialists. You will deepen relationships through platform services and support self-service or transactional activities, with outbound outreach and regular follow‑ups.

Responsibilities include guiding clients through consumer and small business solutions, educating on self‑service tools, and ensuring

Qualifications

• Minimum of one year demonstrated sales experience in a relationship‑oriented environment.
• Strong written and verbal communications skills.
• Ability to learn and adapt to new information and changing circumstances.

Responsibilities

• Partners with teams to provide financial center clients with consumer and small business solutions.
• Assists, educates, and trains clients on self‑service transactions.
• Leverages resources to optimize client experience and deliver operational excellence.
• Adheres to processes, laws, and guidelines for opening accounts and maintenance.
• Manages client interactions and complies with regulatory requirements.

Skills

Active Listening

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Associate’s Degree

Bachelor’s Degree

Job description

Bank of America is seeking a customer‑oriented professional to serve as the first point of contact for financial center clients, helping identify personal banking needs and connecting clients with specialists. You will deepen relationships through platform services and support self-service or transactional activities, with outbound outreach and regular follow‑ups.

Responsibilities include guiding clients through consumer and small business solutions, educating on self‑service tools, and ensuring