Senior Banking Advisor: Build Relationships & Solutions

Bank of America; Deerfield Beach (FL); On-site; USD 38,000 - 58,000; Full time

Job summary

Bank of America is seeking a client-focused role at a financial center to serve as the first point of contact for clients, uncover personal banking needs, and connect clients with suitable specialists. You will drive client care, support self-service and transactional activities, and proactively engage clients through outbound calls and follow-ups.

The position emphasizes building relationships, delivering tailored financial solutions, and maintaining regulatory compliance to support our

Qualifications

• At least one year of sales experience in a client-centric environment.
• Self-starter with strong work ethic and results focus.
• Able to build and nurture relationships with clients.
• Passionate about delivering an improved financial life for clients.
• Strong written and verbal communication skills.
• Comfortable engaging clients in-person and by phone.
• Able to learn and adapt to new information and technology.

Responsibilities

• Provide solutions to personal banking needs and connect clients to specialists.
• Assist clients with self-service and transactional activities.
• Develop relationships to deepen client engagement with platform services.
• Ensure compliance with processes, laws, and guidelines in daily activities.
• Manage client interactions and determine best course of action for the bank and clients.

Skills

Active Listening

Customer Focus

Problem Solving

Relationship Building

Oral Communications

Account Management

Pipeline Management

Prospecting

Education

High School Diploma or GED

Associate or Bachelor’s Degree

Tools

Microsoft Office

CRM systems

Job description

Bank of America is seeking a client-focused role at a financial center to serve as the first point of contact for clients, uncover personal banking needs, and connect clients with suitable specialists. You will drive client care, support self-service and transactional activities, and proactively engage clients through outbound calls and follow-ups.

The position emphasizes building relationships, delivering tailored financial solutions, and maintaining regulatory compliance to support our