Senior Banking & Client Solutions Advisor

Bank of America; Jacksonville (FL); On-site; USD 42,000 - 54,000; Full time

Job summary

Bank of America is seeking a client-focused associate to serve as the first point of contact in our financial center in Jacksonville, FL. You will uncover personal banking needs, offer suitable solutions, and connect clients to specialists.

You’ll deepen relationships through platform services and support self-service or transactional activities with exceptional care. You will proactively reach out to clients via outbound calls, follow up consistently, and work weekends or extended hours as

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Self-starter with strong work ethic and results focus.
• Collaborates effectively to achieve goals and builds strong relationships.
• Passion and drive to improve clients' financial lives.
• Confident in identifying solutions for client needs.
• Strong written and verbal communications skills.
• Comfortable engaging all clients in person or by phone.
• Ability to learn new information and adapt to changing circumstances.
• Critical thinking and problem-solving to meet client needs.
• Effective time management and ability to multitask.
• Commissioned notary or ability to obtain notary commission within a few months.
• Availability to work weekends and extended hours across multiple locations.

Responsibilities

• Partner with teams to provide consumer and small-business solutions.
• Educate and train clients on self-service transactions.
• Leverage resources to optimize client experience and accuracy.
• Adhere to processes, laws, and guidelines for day-to-day activities.
• Manage client interactions and comply with regulatory requirements.

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 or GED

Associate's or Bachelor's in business/finance

Job description

Bank of America is seeking a client-focused associate to serve as the first point of contact in our financial center in Jacksonville, FL. You will uncover personal banking needs, offer suitable solutions, and connect clients to specialists.

You’ll deepen relationships through platform services and support self-service or transactional activities with exceptional care. You will proactively reach out to clients via outbound calls, follow up consistently, and work weekends or extended hours as