Senior Banking Advisor - Personal & Small Business

Bank of America Corporation; Kentucky; Vor Ort; USD 42.000 - 65.000; Vollzeit

Zusammenfassung

Bank of America Corporation is seeking a Personal Banking professional in the United States to help uncover personal banking needs, offer suitable solutions, and connect clients to specialists. The role involves in-person and inbound call activities, proactive follow-ups, and managing diverse client engagements while ensuring compliance and exceptional service.

The position emphasizes relationship building, selling appropriate banking products, and supporting clients with self-service options

Qualifikationen

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Strong written and verbal communications skills.
• Ability to learn and adapt to new information, technology platforms, and changing circumstances.
• Notary commission is required or can be obtained within a few months of start date.
• Proven ability to identify client needs and offer appropriate banking solutions.

Aufgaben

• Build and deepen client relationships by uncovering financial needs and recommending products and solutions.
• Respond to customer inquiries with customized banking solutions.
• Introduce and fulfill banking products (checking, savings, credit cards, CDs, IRAs, loans).
• Identify client needs for licensed sales functions and refer to partners.
• Ensure accuracy and compliance in day-to-day banking transactions and digital services.

Kenntnisse

Sales experience

Communication skills

Relationship building

Notary commission

Adaptability

Ausbildung

Associate's degree or Bachelor's degree

Jobbeschreibung

Bank of America Corporation is seeking a Personal Banking professional in the United States to help uncover personal banking needs, offer suitable solutions, and connect clients to specialists. The role involves in-person and inbound call activities, proactive follow-ups, and managing diverse client engagements while ensuring compliance and exceptional service.

The position emphasizes relationship building, selling appropriate banking products, and supporting clients with self-service options