Senior Banking & Client Solutions Advisor

Bank of America Corporation

Rio Rancho (NM)

On-site

USD 42,000 - 54,000

Full time

4 days ago
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Job summary

Bank of America Corporation is hiring for a Financial Center Associate role. You will serve as the first contact for clients, uncover personal banking needs, and connect customers with specialists to provide tailored financial solutions.

You will guide clients through self-service options, assist with transactions, and maintain high standards of customer care while complying with regulatory requirements. Weekend availability may be required.

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.
  • Confident in identifying solutions for helping clients based on their needs.
  • Notary commission required or obtainable within a few months of start date.

Responsibilities

  • Serve as the first point of contact for financial center clients and uncover personal banking needs.
  • Provide appropriate solutions and connect clients to specialists.
  • Support clients with self-service or transactional activities and deepening client relationships.
  • Educate and train clients on simple transactions through self-service technologies.
  • Adhere to processes, laws, and guidelines in day-to-day activities and regulatory requirements.

Skills

Active Listening
Client Focus
Relationship Building
Sales experience
Communication skills
Time management
Notary eligibility

Education

High School Diploma / GED
Associate's or Bachelor's in business/finance

Tools

Microsoft applications

Job description

Bank of America Corporation is hiring for a Financial Center Associate role. You will serve as the first contact for clients, uncover personal banking needs, and connect customers with specialists to provide tailored financial solutions.

You will guide clients through self-service options, assist with transactions, and maintain high standards of customer care while complying with regulatory requirements. Weekend availability may be required.

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