Personal & Small Business Banking Advisor

NBMBAA; Trinity (FL); On-site; USD 34,000 - 58,000; Full time

Job summary

Bank of America seeks a client-focused financial center associate to uncover personal banking needs, offer solutions for individuals and small businesses, and connect clients to specialists. The role emphasizes proactive outreach, self-service enablement, and delivering exceptional client care.

The position requires strong communication, relationship-building, and ability to work weekends or extended hours across different financial center locations.

Qualifications

• Minimum of a high school diploma or equivalent
• Experience in sales in a client-centric environment is preferred
• Strong written and verbal communication and problem-solving skills

Responsibilities

• Partners with teams to provide consumer and small business solutions for personal banking needs
• Educates clients on self-service transactions and digital tools
• Uses resources and processes to optimize client experience and accuracy
• Follows processes and regulatory guidelines for opening accounts and service activities
• Manages client interactions and selects actions compliant with bank policies

Skills

Active Listening

Relationship Building

Customer Focus

Problem Solving

Oral Communications

Account Management

Prospecting

Pipeline Management

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

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

Job description

Bank of America seeks a client-focused financial center associate to uncover personal banking needs, offer solutions for individuals and small businesses, and connect clients to specialists. The role emphasizes proactive outreach, self-service enablement, and delivering exceptional client care.

The position requires strong communication, relationship-building, and ability to work weekends or extended hours across different financial center locations.