Senior Banking Advisor - Personal & Small Business

Bank of America; North Highlands (CA); On-site; USD 42,000 - 64,000; Full time

Job summary

Bank of America is hiring at the financial center level to greet clients, uncover personal banking needs, and offer suitable solutions while guiding them to specialists. The role emphasizes building relationships, facilitating self-service transactions, and delivering exceptional client care in a compliant environment.

Ideal candidates bring sales experience, strong communication, and a proactive mindset, with flexibility to train and relocate within a reasonable commuting distance as needed.

Qualifications

• Minimum one year of sales experience in a client-centric environment.
• Strong communication and relationship-building skills.
• Ability to manage multiple tasks and use self-service technologies.

Responsibilities

• Serve as the first point of contact for financial center clients.
• Uncover personal banking needs and offer appropriate solutions.
• Assist clients with transactions and connect them to specialists.
• Operate within regulatory requirements and maintain client trust.
• Train in and potentially move between financial centers within commuting distance.

Skills

Sales experience

Client relationship building

Strong work ethic

Effective communication

Time management

Notary commission eligible

Education

Associate's or Bachelor's in business/finance

Job description

Bank of America is hiring at the financial center level to greet clients, uncover personal banking needs, and offer suitable solutions while guiding them to specialists. The role emphasizes building relationships, facilitating self-service transactions, and delivering exceptional client care in a compliant environment.

Ideal candidates bring sales experience, strong communication, and a proactive mindset, with flexibility to train and relocate within a reasonable commuting distance as needed.