Senior Banking Advisor: Personal & Small Business Solutions

Bank of America; Birmingham (AL); On-site; USD 38,000 - 52,000; Full time

Job summary

Bank of America in Birmingham is seeking a customer-focused sales professional to uncover personal banking needs and connect clients to appropriate solutions. You will balance service requests with transactions and proactively follow up with clients to deepen relationships.

The role requires excellent communication, strong time management, and availability for weekends or extended hours. A notary commission is desirable or obtainable within a few months.

Qualifications

• Minimum of one year sales experience in a client-centric environment.
• Strong work ethic with focus on results and client interests.
• Excellent written and verbal communication; engaging with clients in person and by phone.
• Notary commission required or able to obtain within a few months of start date.
• Ability to work weekends and/or extended hours.

Responsibilities

• Build and deepen client relationships by uncovering financial needs and recommending products.
• Respond to inquiries with customized banking solutions.
• Introduce and fulfill banking products (checking, savings, cards, CDs, IRAs, loans).
• Refer clients to partners for licensed sales functions.
• Quote rates, terms and programs; manage risk in transactions.
• Support clients with self-service technologies and digital tools.

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

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED

Bachelor's degree in business, finance or related field

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

Tools

Microsoft Office Suite

Job description

Bank of America in Birmingham is seeking a customer-focused sales professional to uncover personal banking needs and connect clients to appropriate solutions. You will balance service requests with transactions and proactively follow up with clients to deepen relationships.

The role requires excellent communication, strong time management, and availability for weekends or extended hours. A notary commission is desirable or obtainable within a few months.