Senior Banking Advisor: Personal & Small Business Solutions

Bank of America

Waltham (MA)

On-site

USD 36,000 - 45,000

Full time

7 days ago

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Job summary

Bank of America is hiring for a role focused on uncovering personal and small business banking needs and connecting clients with the right specialists. You will balance service requests and in-person or inbound call activities, proactively follow up with clients, and handle a range of complex engagements while upholding regulatory requirements.

You will work to deepen client relationships by understanding financial needs and presenting appropriate products, with opportunities to reference

Qualifications

Minimum of one year demonstrated sales experience in a relationship-oriented environment.
Strong written and verbal communications skills.
Ability to learn and adapt to new information and technology platforms.

Responsibilities

Build and deepen client relationships by uncovering financial needs and recommending products and solutions.
Respond to inquiries and concerns with customized solutions.
Introduce and fulfill banking products (checking, savings, credit cards, CDs, IRAs, loans).
Refer clients to specialists for licensed sales functions when appropriate.
Quote rates, terms and programs for banking solutions.