Senior Banking Advisor: Personal & Small Business

ghr; Ypsilanti (MI); Sur place; USD 42 000 - 54 000; Plein temps

Résumé du poste

Bank of America is seeking a Branch Client Associate to serve as the first point of contact for financial center clients, uncover personal banking needs, and connect clients with specialists. You will help clients with self-service transactions, deepen relationships, and provide exceptional service.

This role requires strong communication, the ability to work weekends, and willingness to obtain a notary commission.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Associate's Degree or Bachelor's Degree in business, finance or a related field is preferred for advancement.
• Excellent written and verbal communication skills.

Responsabilités

• Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs.
• 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.

Connaissances

Active Listening

Business Acumen

Customer and Client 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

Formation

High School Diploma / GED / Secondary School or equivalent

Associate's Degree or Bachelor's Degree in business, finance or a related field

Description du poste

Bank of America is seeking a Branch Client Associate to serve as the first point of contact for financial center clients, uncover personal banking needs, and connect clients with specialists. You will help clients with self-service transactions, deepen relationships, and provide exceptional service.

This role requires strong communication, the ability to work weekends, and willingness to obtain a notary commission.