Senior Banking Advisor - Client Solutions & Growth

Bank of America; Concord (CA); On-site; USD 45,000 - 65,000; Full time

Job summary

Bank of America is hiring for a client-focused sales associate at our California financial centers. You will work with clients to uncover personal banking needs, educate on digital tools, and deliver solutions with a strong emphasis on service quality and compliance.

You will train at a central location and may relocate within commuting distance. The role requires effective communication, teamwork, and the ability to work weekends or extended hours as needed.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Strong work ethic with intense focus on results and client interests.
• Excellent written and verbal communication; confident engaging clients in person or by phone.

Responsibilities

• Partner with teams to provide financial center clients with consumer and small business solutions.
• Educate and train clients on self-service technologies and banking processes.
• Leverage resources to optimize client experience and deliver operational excellence.
• Adhere to processes and regulatory requirements in day-to-day activities.
• Manage client interactions and determine best actions for bank and clients.

Skills

Active Listening

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Client Management

Client Solutions

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma

Associate's Degree

Bachelor's Degree

Tools

Microsoft Office

Laptop technology

CRM systems

Job description

Bank of America is hiring for a client-focused sales associate at our California financial centers. You will work with clients to uncover personal banking needs, educate on digital tools, and deliver solutions with a strong emphasis on service quality and compliance.

You will train at a central location and may relocate within commuting distance. The role requires effective communication, teamwork, and the ability to work weekends or extended hours as needed.