Senior Banking Advisor - Client Growth & Solutions

Bank of America; Kentucky; On-site; USD 32,000 - 52,000; Full time

Job summary

Bank of America in Kentucky is seeking a Customer Service/Sales Associate at a financial center. You will serve as the first point of contact for clients, uncover personal banking needs, present suitable solutions, and connect clients with specialists.

The role emphasizes outbound follow-ups and guiding clients to self-service options while delivering exceptional care. Weekend and extended hours may be required; you will support both individual and small business clients while complying with

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Strong written and verbal communications skills.
• Confident in identifying solutions for helping new and existing clients based on their needs.

Responsibilities

• Partners with teams to provide financial center clients with consumer and small business solutions.
• Assists clients on conducting simple transactions through self-service technologies.
• Leverages resources to optimize client experience and deliver operational excellence and accuracy.
• Adheres to processes and regulatory requirements in opening accounts and digital services.
• Manages client interactions by choosing the best course of action for the bank and clients.

Skills

Sales experience

Relationship building

Communications

Notary commission

Time management

Education

Associate’s Degree

Bachelor’s Degree in business/finance

Tools

Spreadsheets

CRM systems

Digital Assisted Shopping

Job description

Bank of America in Kentucky is seeking a Customer Service/Sales Associate at a financial center. You will serve as the first point of contact for clients, uncover personal banking needs, present suitable solutions, and connect clients with specialists.

The role emphasizes outbound follow-ups and guiding clients to self-service options while delivering exceptional care. Weekend and extended hours may be required; you will support both individual and small business clients while complying with