Senior Banking Advisor – Client Solutions & Growth

Bank of America; Indiana (PA); On-site; USD 42,000 - 64,000; Full time

Job summary

Bank of America is seeking a client-focused professional to help uncover personal banking needs for individuals and small business clients and connect them to specialists. You will balance service requests with transactional activities, proactively engage clients, and follow up to handle complex engagements.

The role emphasizes building relationships, recommending banking solutions, and guiding clients through a range of products while maintaining compliance and delivering excellent service.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
• Confident in identifying solutions for helping new and existing clients based on their needs.
• Strong written and verbal communications skills.
• Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone).
• Ability to learn and adapt to new information, technology platforms, handle

Responsibilities

• Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs
• Responds to customer inquiries and concerns, creating customized solutions
• Introduces and fulfills banking products (examples: checking & savings accounts, credit cards, CDs, IRAs, loans)
• Identifies client needs for licensed sales functions and refer to partners (Merrill, Lending, & Small Business)
• Quotes rates, terms and programs for banking solutions
• Manages risk in every business, product and service transaction leveraging available tools
• Leverages expertise from prior role by interacting with clients with an increased complexity of financial needs
• Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities
• Assists, educates, and trains clients on conducting simple transactions through self-service technologies
• Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
• Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping
• Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements

Skills

Sales experience

Client-centric mindset

Relationship-building

Communication skills

Self-starter

Job description

Bank of America is seeking a client-focused professional to help uncover personal banking needs for individuals and small business clients and connect them to specialists. You will balance service requests with transactional activities, proactively engage clients, and follow up to handle complex engagements.

The role emphasizes building relationships, recommending banking solutions, and guiding clients through a range of products while maintaining compliance and delivering excellent service.