Personal Banking & Sales Associate – Financial Center

Bank of America

Glen Allen (VA)

On-site

USD 36,000 - 44,000

Full time

12 days ago
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Job summary

Bank of America is seeking a customer-focused Financial Center associate to help uncover personal banking needs and guide clients to suitable solutions. You will assist with transactions, educate clients on self-service tools, and deepen relationships through proactive outreach.

The role requires strong communication, time management, and the ability to work within regulatory guidelines. Weekend availability and notary eligibility are considered assets in this position.

Qualifications

  • Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
  • Strong written and verbal communications skills.
  • Ability to learn and adapt to new information, technology platforms, 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 the client experience and ensure accuracy.
  • Follows established processes, opens accounts and maintains accounts.
  • Manages client interactions and complies with regulatory requirements.

Skills

Active Listening
Client Focus
Oral Communications
Problem Solving
Relationship Building
Time Management
Notary Commission (or ability to be)
Sales Mindset

Education

High School Diploma
Associate's/Bachelor's in business/finance

Job description

Bank of America is seeking a customer-focused Financial Center associate to help uncover personal banking needs and guide clients to suitable solutions. You will assist with transactions, educate clients on self-service tools, and deepen relationships through proactive outreach.

The role requires strong communication, time management, and the ability to work within regulatory guidelines. Weekend availability and notary eligibility are considered assets in this position.

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