Senior Banking Advisor - Relationships & Solutions

Bank of America; Greenwood Village (CO); On-site; USD 36,000 - 45,000; Full time

Job summary

Bank of America is hiring in Greenwood Village, CO to uncover personal banking needs of individual and small business clients, offering tailored solutions and connecting clients with specialists. The role balances service requests with in-person or inbound call activities and requires proactive client follow-up.

Responsibilities include identifying client needs, recommending products, and ensuring accurate execution while navigating regulatory guidelines and complex client engagements.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus.
• Strong communication and collaboration skills.

Responsibilities

• Build and deepen relationships by uncovering financial needs and recommending products and solutions.
• Respond to inquiries and create customized banking solutions for clients.
• Introduce and fulfill banking products (checking, savings, credit cards, CDs, IRAs, loans).
• Refer to partners for licensed sales functions (Merrill, Lending, Small Business).
• Quote rates, terms and programs for banking solutions and ensure regulatory compliance.

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 / Secondary School or equivalent

Job description

Bank of America is hiring in Greenwood Village, CO to uncover personal banking needs of individual and small business clients, offering tailored solutions and connecting clients with specialists. The role balances service requests with in-person or inbound call activities and requires proactive client follow-up.

Responsibilities include identifying client needs, recommending products, and ensuring accurate execution while navigating regulatory guidelines and complex client engagements.