Personal Banking & Small Business Advisor

Bank of America

Baltimore (MD)

On-site

USD 36,000 - 44,000

Full time

14 days+

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Job summary

Bank of America in Baltimore, MD is hiring a Financial Center Client Associate to be the first point of contact for clients, uncovering personal banking needs and connecting customers to specialists. You will support self-service and transactional activities while delivering exceptional client care.

You will deepen relationships, open accounts, maintain client interactions and ensure compliance with regulatory requirements. Weekend or extended hours may be required in some locations.

Qualifications

  • High School Diploma or GED required.
  • Strong communication and relationship-building skills.
  • Demonstrated ability to identify client financial needs and provide solutions.
  • Willingness to learn regulatory requirements and bank processes.

Responsibilities

  • Serve as first point of contact for financial center clients and uncover personal banking needs.
  • Educate and train clients on self-service transactions and available digital tools.
  • Open accounts, maintain accounts and ensure compliance with regulatory guidelines.

Skills

Active Listening
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Client Experience Branding
Client Management
Client Solutions Advisory

Education

High School Diploma
Associate's Degree
Bachelor's Degree

Job description

Bank of America in Baltimore, MD is hiring a Financial Center Client Associate to be the first point of contact for clients, uncovering personal banking needs and connecting customers to specialists. You will support self-service and transactional activities while delivering exceptional client care.

You will deepen relationships, open accounts, maintain client interactions and ensure compliance with regulatory requirements. Weekend or extended hours may be required in some locations.

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