Personal Banking & Relationship Advisor

Bank of America; Hermitage (Mercer County); On-site; USD 42,000 - 54,000; Full time

Job summary

Bank of America is hiring a frontline Financial Center Client Specialist to serve as the first contact for clients, uncovering personal banking needs and offering suitable solutions. You will connect clients to specialists, deepen relationships, and support self-service transactions while delivering outstanding client care.

The role emphasizes outbound outreach, consistent follow-up, and adherence to banking regulations. A strong sales orientation and excellent communication skills are required.

Qualifications

• Minimum one year of sales experience in a client-centric environment.
• Strong work ethic with a focus on results and client interests.
• Ability to build and nurture relationships and communicate effectively.
• Comfortable engaging clients in-person or by phone and learning new platforms.

Responsibilities

• Serve as first point of contact for financial center clients and uncover personal banking needs.
• Provide appropriate solutions and connect clients to specialists.
• Deepen client relationships through platform services and self-service options.
• Support clients with self-service or transactional activities and ensure exceptional care.
• Proactively connect with clients via outbound calls and follow-up routines.

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

Associate’s Degree or Bachelor’s Degree in business, finance or related field

Job description

Bank of America is hiring a frontline Financial Center Client Specialist to serve as the first contact for clients, uncovering personal banking needs and offering suitable solutions. You will connect clients to specialists, deepen relationships, and support self-service transactions while delivering outstanding client care.

The role emphasizes outbound outreach, consistent follow-up, and adherence to banking regulations. A strong sales orientation and excellent communication skills are required.