Senior Banking Relationship Advisor

Bank of America; Oak Creek (WI); On-site; USD 21,000 - 30,000; Full time

Job summary

Bank of America Corporation seeks a Personal Banker to uncover clients' banking needs and offer suitable solutions. You will balance service requests and in-person or inbound call activities, proactively engage with clients, and ensure follow-up with complex engagements.

The role emphasizes building relationships, presenting products like checking, savings, loans, and credit cards while maintaining regulatory compliance and delivering exceptional client service.

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 intense focus on results.
• Collaborates effectively to get things done and build relationships.
• Passion and drive to deliver an experience that improves clients' financial lives.

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, cards, CDs, IRAs, loans).
• Refer to partners for licensed sales functions (Merrill, Lending, Small Business).
• Quote rates, terms, and programs for banking solutions.
• Manage risk in every transaction using available tools.
• Collaborate with teams to provide consumer and small business solutions.
• Educate clients on self-service technologies and simple transactions.
• Adhere to processes and regulatory requirements in daily activities.

Skills

Active Listening

Customer Focus

Relationship Building

Problem Solving

Communication Skills

Time Management

Sales Orientation

Education

High School Diploma / GED

Associate's Degree or Bachelor's Degree

Tools

Microsoft Office

Job description

Bank of America Corporation seeks a Personal Banker to uncover clients' banking needs and offer suitable solutions. You will balance service requests and in-person or inbound call activities, proactively engage with clients, and ensure follow-up with complex engagements.

The role emphasizes building relationships, presenting products like checking, savings, loans, and credit cards while maintaining regulatory compliance and delivering exceptional client service.