Senior Banking Advisor — Client Solutions & Growth

Bank of America Corporation; Norcross (MN); On-site; USD 42,000 - 64,000; Full time

Job summary

Bank of America is hiring for a Personal Banking role in the United States. You will uncover personal banking needs, offer solutions, and connect clients with specialists.

The role involves handling in-person and inbound call activities, with a focus on building relationships and delivering tailored banking solutions. Responsibilities include opening accounts, cross-selling products while maintaining high service standards, and adhering to regulatory requirements.

Qualifications

• Minimum of one year demonstrated sales experience in a client-centric environment.
• Strong written and verbal communications skills.
• Comfort engaging all clients in-person and by phone.
• Ability to learn new information and adapt to change.
• Notary commission within a few months or already commissioned.

Responsibilities

• Build and deepen client relationships by uncovering financial needs and recommending products.
• Respond to inquiries with customized banking solutions.
• Refer to partners for licensed sales functions when needed.
• Quote rates, terms and programs for banking solutions.
• Maintain regulatory compliance in daily activities.

Skills

Sales oriented

Relationship building

Communication

Time management

Notary certification-ready

Bilingual Mandarin

Education

High School Diploma / GED

Associate/Bachelor’s preferred

Job description

Bank of America is hiring for a Personal Banking role in the United States. You will uncover personal banking needs, offer solutions, and connect clients with specialists.

The role involves handling in-person and inbound call activities, with a focus on building relationships and delivering tailored banking solutions. Responsibilities include opening accounts, cross-selling products while maintaining high service standards, and adhering to regulatory requirements.