Relationship Banking Advisor

ghr; Chicago (IL); On-site; USD 36,000 - 44,000; Full time

Job summary

Bank of America in Chicago, IL is seeking a client-focused sales professional to serve as the first point of contact for financial center clients, uncovering personal banking needs and offering appropriate solutions. You will deepen client relationships, support self-service transactions, and connect clients to specialists for tailored financial guidance.

The role requires one year of sales experience, strong communication, and the ability to work weekends or extended hours.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
• Confident in identifying solutions for helping new and existing clients based on their needs.
• Strong written and verbal communications skills.
• Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone).
• Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances.
• Applies strong critical thinking and problem-solving skills to meet clients' needs.
• Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.

Responsibilities

• Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities.
• Assists, educates, and trains clients on conducting simple transactions through self-service technologies.
• Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy.
• Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping.
• Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements.

Skills

Active Listening

Client Focus

Relationship Building

Sales Experience

Communication

Education

High School Diploma

Job description

Bank of America in Chicago, IL is seeking a client-focused sales professional to serve as the first point of contact for financial center clients, uncovering personal banking needs and offering appropriate solutions. You will deepen client relationships, support self-service transactions, and connect clients to specialists for tailored financial guidance.

The role requires one year of sales experience, strong communication, and the ability to work weekends or extended hours.