Senior Banking Advisor - Client Solutions & Growth

Bank of America Corporation; Charlotte (NC); On-site; USD 36,000 - 60,000; Full time

Job summary

Bank of America Corporation is seeking a client-focused professional to be the first point of contact for financial center clients, uncover personal banking needs, offer suitable solutions, and connect clients to specialists.

The role emphasizes outbound outreach, self-service support, and exceptional client care. Flexibility for weekends or extended hours is required to meet business needs.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Enthusiastic, highly motivated self-starter with strong work ethic and results focus.
• Collaborates effectively to get things done and build strong relationships.
• Shows passion and drive to improve clients' financial lives.
• Notary commission within a few months or ability to obtain it in the state of work.
• Ability to work weekends and extended hours at multiple financial centers.

Responsibilities

• Partners with teams to provide consumer and small business solutions and strategies.
• Educates clients on self-service transactions and digital tools.
• Leverages resources to optimize client experience and achieve accuracy.
• Follows processes, laws, and guidelines for account activities.
• Manages client interactions and adheres to regulatory requirements.

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

Associate's or Bachelor's Degree in business, finance or related field

Job description

Bank of America Corporation is seeking a client-focused professional to be the first point of contact for financial center clients, uncover personal banking needs, offer suitable solutions, and connect clients to specialists.

The role emphasizes outbound outreach, self-service support, and exceptional client care. Flexibility for weekends or extended hours is required to meet business needs.