Senior Banking Advisor - Client Relationships

Bank Of America; Morganton (AR); On-site; USD 38,000 - 48,000; Full time

Job summary

Bank of America is seeking a frontline associate to serve as the first point of contact for financial center clients. You will uncover personal banking needs, connect clients with specialists, and support self-service activities to deepen relationships.

With a focus on exceptional client care, you will navigate regulatory requirements and coordinate solutions that align with clients' financial goals. This role requires strong communication and a proactive outreach mindset.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented environment.
• Strong written and verbal communications skills.
• Commissioned notary or ability to obtain notary in the state you work within a few months of start date.

Responsibilities

• Partners with teams to provide financial center solutions for personal and small business clients.
• Educates clients on self-service transactions and digital tools.
• Leverages resources to optimize client experience and ensure operational excellence.
• Adheres to processes, laws, and guidelines while handling accounts and transactions.
• Manages client interactions and determines best course of action while complying with regulatory requirements.

Skills

Active Listening

Customer Focus

Problem Solving

Relationship Building

Time Management

Communication

Education

Associate's Degree

Bachelor's Degree

Tools

Microsoft Office

Job description

Bank of America is seeking a frontline associate to serve as the first point of contact for financial center clients. You will uncover personal banking needs, connect clients with specialists, and support self-service activities to deepen relationships.

With a focus on exceptional client care, you will navigate regulatory requirements and coordinate solutions that align with clients' financial goals. This role requires strong communication and a proactive outreach mindset.