Senior Banking Advisor - Client Growth & Solutions

Bank of America; Arcadia (CA); On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

Incentive plan

Benefits program

Job summary

Bank of America is seeking a client-focused associate to serve as the first point of contact for financial center clients. You will uncover personal and small business banking needs, propose appropriate solutions, and connect clients to specialists when needed.

You will deepen relationships through platform services, support self-service transactions, and follow up with clients to ensure outstanding service and regulatory compliance across daily activities.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented environment.
• Self-starter with strong work ethic and results focus.
• Strong written and verbal communication skills.
• Comfortable engaging clients in-person and by phone.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Serve as the first point of contact for financial center clients.
• Uncover personal banking needs and offer suitable solutions.
• Deepen client relationships through platform services.
• Assist with self-service transactions and digital tools.
• Ensure regulatory compliance in daily activities.

Skills

Active Listening

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Client Management

Client Solutions

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma or GED

Associate or Bachelor's in Business/Finance

Job description

Bank of America is seeking a client-focused associate to serve as the first point of contact for financial center clients. You will uncover personal and small business banking needs, propose appropriate solutions, and connect clients to specialists when needed.

You will deepen relationships through platform services, support self-service transactions, and follow up with clients to ensure outstanding service and regulatory compliance across daily activities.