Personal Banking & Small Business Advisor

Merrill; Jacksonville (FL); On-site; USD 42,000 - 52,000; Full time

Job summary

Bank of America is seeking a proactive Financial Center Associate to serve as the first point of contact for clients, uncover personal banking needs, and connect clients to specialists. You will deepen relationships, support self-service banking, and drive exceptional client care through outbound outreach and consistent follow-up.

The role requires at least 1 year of sales experience, strong communication, and the ability to work weekends or extended hours. Bilingual English/Spanish is required.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Bilingual in English and Spanish required.
• Commissioned notary or ability to obtain notary in state within a few months of start date.

Responsibilities

• Partner with teams to provide financial center clients with consumer and small business solutions.
• Assist, educate, and train clients on conducting simple transactions through self-service technologies.
• Leverage resources and processes to optimize client experience and ensure accuracy.
• Adhere to processes, laws, and guidelines when opening accounts and performing day-to-day activities.
• Manage client interactions by choosing best action and meeting regulatory requirements.

Skills

Active Listening

Customer Focus

Relationship Building

Problem Solving

Time Management

Education

High School Diploma / GED / Secondary School or equivalent

Associate's or Bachelor's in business/finance or related field

Tools

Microsoft Office

Job description

Bank of America is seeking a proactive Financial Center Associate to serve as the first point of contact for clients, uncover personal banking needs, and connect clients to specialists. You will deepen relationships, support self-service banking, and drive exceptional client care through outbound outreach and consistent follow-up.

The role requires at least 1 year of sales experience, strong communication, and the ability to work weekends or extended hours. Bilingual English/Spanish is required.