Personal Banking & Relationship Advisor

Bank of America; Coon Rapids (MN); On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America in Minnesota seeks a customer-focused financial center representative to engage with clients, uncover personal banking needs, and provide solutions. You will guide clients through self-service tools, process transactions, and coordinate with specialists to deepen relationships.

Responsibilities include outbound contact, follow-up, and maintaining exceptional client care while adhering to regulatory requirements and internal controls.

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
• Confident in identifying solutions for helping new and existing clients based on their needs
• Strong written and verbal communications skills
• Can communicate effectively and confidently with all clients (in-person and by phone)
• Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances
• Applies strong critical thinking and problem-solving skills to meet clients' needs
• Demonstrates effective time management and multi-tasking abilities
• Must be able to obtain a notary commission in-state within a few months
• Must be able to work weekends and/or extended hours at locations within reasonable distance

Responsibilities

• Partners with teams to provide financial center clients with consumer and small business solutions
• Assists, educates, and trains clients on simple self-service transactions
• Leverages resources and processes to optimize client experience and ensure accuracy
• Adheres to processes, laws, and guidelines in day-to-day activities (opening accounts, maintenance)
• Manages client interactions and abides by regulatory requirements

Skills

Active Listening

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Pipeline Management

Prospecting

Referral Identification

Referral Management

Business Acumen

Education

High School Diploma / GED

Associate or Bachelor's in business/finance (desired)

Job description

Bank of America in Minnesota seeks a customer-focused financial center representative to engage with clients, uncover personal banking needs, and provide solutions. You will guide clients through self-service tools, process transactions, and coordinate with specialists to deepen relationships.

Responsibilities include outbound contact, follow-up, and maintaining exceptional client care while adhering to regulatory requirements and internal controls.