Senior Banking Advisor: Build Relationships & Solutions

Bank of America; Reno (NV); On-site; USD 36,000 - 45,000; Full time

Job summary

Bank of America is hiring to deepen client relationships by uncovering financial needs and connecting customers with appropriate products and specialists. The role involves handling transactions, providing customized solutions, and following regulatory requirements across multiple client interactions.

The ideal candidate has at least one year of sales experience in a client-centric environment, strong communication, time management, and the ability to handle multiple tasks with accuracy.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
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Responsibilities

• Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs
• Responds to customer inquiries and concerns, creating customized solutions
• Introduces and fulfills banking products (examples: checking & savings accounts, credit cards, CDs, IRAs, loans)
• Identifies client needs for licensed sales functions and refer to partners (Merrill, Lending, & Small Business)
• Quotes rates, terms and programs for banking solutions
• Manages risk in every business, product and service transaction leveraging available tools
• Leverages expertise from prior role by interacting with clients with an increased complexity of financial needs
• 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

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Business Acumen

Client Management

Education

Associate's or Bachelor's in business/finance

Job description

Bank of America is hiring to deepen client relationships by uncovering financial needs and connecting customers with appropriate products and specialists. The role involves handling transactions, providing customized solutions, and following regulatory requirements across multiple client interactions.

The ideal candidate has at least one year of sales experience in a client-centric environment, strong communication, time management, and the ability to handle multiple tasks with accuracy.