Senior Banking Advisor: Client Growth & Solutions

Bank of America; South Carolina; On-site; USD 35,000 - 45,000; Full time

Job summary

Bank of America is seeking a Customer Service Associate for our financial center in the United States. You will be the first point of contact, uncover personal banking needs, offer suitable solutions, and connect clients to specialists while building trusted relationships.

You will assist clients with self-service transactions, support a seamless client experience, and proactively follow up with customers, including weekend availability and adherence to regulatory requirements.

Qualifications

• Minimum one year of sales experience in a client-focused environment.
• Strong self-motivation, results-driven, and client-first attitude.
• Ability to build relationships and collaborate with teams.
• Excellent written and verbal communication skills.
• Ability to learn, adapt to new technology platforms, and handle ambiguity.
• Strong time management and multitasking abilities.
• Notary commission in process or willing to obtain within months.
• Ability to work weekends and extended hours at multiple locations.

Responsibilities

• Partner with teams to provide personal and small business banking solutions.
• Educate clients on self-service transactions and use of digital tools.
• Leverage resources to optimize client experience and ensure accuracy.
• Follow processes and guidelines for opening accounts and maintenance.
• Manage client interactions and ensure regulatory compliance.

Skills

Active Listening

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Branding

Client Management

Client Solutions

Advisory

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Office

CRM systems

Job description

Bank of America is seeking a Customer Service Associate for our financial center in the United States. You will be the first point of contact, uncover personal banking needs, offer suitable solutions, and connect clients to specialists while building trusted relationships.

You will assist clients with self-service transactions, support a seamless client experience, and proactively follow up with customers, including weekend availability and adherence to regulatory requirements.