Senior Banking Advisor — Elevate Client Relationships

Bank of America; Ventura (CA); On-site; USD 74,415,000 - 90,977,000; Full time

Benefits offered by this job

Benefits eligible

Competitive benefits

Job summary

Bank of America seeks a client-centric professional to serve as the first point of contact for financial center clients, uncovering personal banking needs and connecting them to specialists. You will deepen relationships, support self-service transactions, and ensure exceptional client care.

The role requires strong communication, problem-solving, and compliance with regulatory requirements, with weekend and extended hours as needed in the Ventura area.

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).

Responsibilities

• 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

Active Listening

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Sales

Time Management

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Office

Job description

Bank of America seeks a client-centric professional to serve as the first point of contact for financial center clients, uncovering personal banking needs and connecting them to specialists. You will deepen relationships, support self-service transactions, and ensure exceptional client care.

The role requires strong communication, problem-solving, and compliance with regulatory requirements, with weekend and extended hours as needed in the Ventura area.