Senior Banking Advisor: Client Solutions & Relationships

ghr

Seattle (WA)

On-site

USD 36,000 - 44,000

Full time

14 days+
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Benefits offered by this job

Incentive plan
Benefits eligible
Paid time off

Job summary

Bank of America is seeking a client‑focused Financial Center Associate to serve as the first point of contact for clients, uncover personal banking needs, and connect clients to specialists. You will deepen relationships, support self‑service and transactions, and maintain high standards of client care.

Responsibilities include guiding clients through self‑service technologies, ensuring operational accuracy, and staying compliant with regulations.

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.
  • Collaborates effectively to get things done and build relationships.
  • Passion and drive to deliver a positive client financial experience.
  • Ability to identify solutions based on client needs.
  • Strong written and verbal communications skills.
  • Comfortable engaging all clients in person and by phone.
  • Ability to learn new information and adapt to changing circumstances.

Responsibilities

  • Partners with teams to provide financial center clients with consumer and small business solutions and strategies.
  • Assists and trains clients on self‑service transactions through digital tools.
  • Leverages resources and processes to optimize client experience and accuracy.
  • Adheres to processes, laws, and guidelines for opening accounts and maintenance.
  • Manages client interactions and adheres to regulatory requirements.

Skills

Active Listening
Relationship Building
Problem Solving
Communication
Pipeline Management
Prospecting

Education

High School Diploma

Job description

Bank of America is seeking a client‑focused Financial Center Associate to serve as the first point of contact for clients, uncover personal banking needs, and connect clients to specialists. You will deepen relationships, support self‑service and transactions, and maintain high standards of client care.

Responsibilities include guiding clients through self‑service technologies, ensuring operational accuracy, and staying compliant with regulations.

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