Senior Banking Advisor – Personal & Small Business

Bank of America; Burbank (CA); On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Job summary

Bank of America in California is hiring a Banking Center Associate responsible for serving as the first point of contact for clients, uncovering personal and small business banking needs, and connecting customers to specialists. You will deepen relationships through platform services and assist with self-service or transactional tasks.

Responsibilities include guiding clients through processes, ensuring regulatory compliance, and proactively following up with customers.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Enthusiastic, motivated self-starter with a strong work ethic and focus on results.
• Collaborates effectively to get things done and build relationships.
• Passion and drive to improve clients' financial lives.
• Strong communication skills, both written and verbal.

Responsibilities

• Partner with teams to provide personal banking solutions for clients.
• Educate clients on self-service transactions and digital tools.
• Leverage resources to optimize client experience and accuracy.
• Follow processes and regulatory guidelines in daily activities.
• Manage client interactions and determine best actions for bank and client

Skills

Active Listening

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in California is hiring a Banking Center Associate responsible for serving as the first point of contact for clients, uncovering personal and small business banking needs, and connecting customers to specialists. You will deepen relationships through platform services and assist with self-service or transactional tasks.

Responsibilities include guiding clients through processes, ensuring regulatory compliance, and proactively following up with customers.