Senior Banking Advisor: Client Growth & Solutions

Bank of America; Alpharetta (GA); On-site; USD 42,000 - 54,000; Full time

Job summary

Bank of America in Alpharetta, GA seeks an associate to serve as the first contact for financial center clients. You will uncover personal banking needs and connect clients to specialists, while deepening relationships through platform services and self-service options.

Responsibilities include educating clients on transactions, maintaining compliance, and delivering accurate, efficient service to support financial goals. Weekend/extended hours may be required.

Qualifications

• Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
• Sales experience in a relationship-oriented and client-centric environment
• Strong written and verbal communications skills
• Ability to learn and adapt to new information and technology platforms
• Notary commission within a few months of start date (state dependent)

Responsibilities

• Serve as the first point of contact for financial center clients and uncover personal banking needs
• Provide appropriate solutions and connect clients to specialists
• Deepen client relationships through platform services and self-service support
• Assist, educate, and train clients on simple self-service transactions
• Maintain regulatory compliance and ensure accurate, efficient operations

Skills

Active Listening

Communication

Relationship Building

Time Management

Sales Mindset

Problem Solving

Client Focus

Education

High School Diploma

GED

Tools

Microsoft Office

Job description

Bank of America in Alpharetta, GA seeks an associate to serve as the first contact for financial center clients. You will uncover personal banking needs and connect clients to specialists, while deepening relationships through platform services and self-service options.

Responsibilities include educating clients on transactions, maintaining compliance, and delivering accurate, efficient service to support financial goals. Weekend/extended hours may be required.