Senior Banking Advisor - Personal & Small Business

Bank of America; New York (NY); On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

Incentive plan

Benefits eligible

Job summary

Bank of America in New York City is seeking a personable banking professional to help uncover personal banking needs and connect clients with the right specialists. You will balance service requests with in-branch or inbound call activities while building trustful client relationships.

The role emphasizes proactive follow-up, adherence to regulations, and providing consumer and small business solutions. Weekend or extended hours may be required; strong communication and problem-solving skills

Qualifications

• Minimum of one year demonstrated sales experience in a client-centric environment.
• Commissioned notary or ability to obtain notary commission within months.
• Ability to work weekends and extended hours.

Responsibilities

• Build and deepen client relationships by uncovering financial needs.
• Respond to inquiries with customized solutions.
• Recommend banking products like checking, savings, loans.
• Refer clients to partners for licensed sales.
• Quote rates, terms and programs for banking solutions.
• Manage risk in each transaction leveraging available tools.
• Collaborate with teams to deliver client solutions.
• Educate clients on self-service options.

Skills

Active Listening

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED

Associate or Bachelor's Degree in business/finance

Tools

Microsoft Office

Job description

Bank of America in New York City is seeking a personable banking professional to help uncover personal banking needs and connect clients with the right specialists. You will balance service requests with in-branch or inbound call activities while building trustful client relationships.

The role emphasizes proactive follow-up, adherence to regulations, and providing consumer and small business solutions. Weekend or extended hours may be required; strong communication and problem-solving skills