Senior Banking Advisor — Client Solutions

NBMBAA; Romeoville (IL); On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

Competitive benefits

In-office culture

Job summary

Bank of America is seeking a Bank Client Associate in Romeoville, IL to serve as the first contact for financial center clients, uncover personal banking needs, and connect clients with specialists. You will assist with self-service transactions and deepen client relationships through platform services.

Responsibilities include educating clients, adhering to regulatory guidelines, and proactively reaching out via calls and follow-ups to deliver exceptional client care and operational excellence.

Qualifications

• Minimum 1 year sales experience in a client-centric environment.
• Strong written and verbal communications skills.
• Ability to learn and adapt to new information and technologies.
• Ability to work weekends and/or extended hours as needed.
• Notary commission eligible or obtainable within months where required.

Responsibilities

• Serve as the first point of contact for financial center clients and uncover personal banking needs.
• Assist clients with self-service transactions and connect them to specialists.
• Deepen client relationships through platform services and exceptional care.
• Follow regulatory requirements and adhere to processes in day-to-day activities.
• Proactively connect with clients via outbound calls and follow-up routines.

Skills

Active Listening

Communication

Client Focus

Oral Communication

Problem Solving

Relationship Building

Account Management

Business Acumen

Prospecting

Referral Identification

Referral Management

Education

High School Diploma or GED

Associate's or Bachelor's Degree

Tools

Microsoft Office

Job description

Bank of America is seeking a Bank Client Associate in Romeoville, IL to serve as the first contact for financial center clients, uncover personal banking needs, and connect clients with specialists. You will assist with self-service transactions and deepen client relationships through platform services.

Responsibilities include educating clients, adhering to regulatory guidelines, and proactively reaching out via calls and follow-ups to deliver exceptional client care and operational excellence.