Senior Client Advisor, Banking Solutions

Bank of America; Spartanburg (SC); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America is seeking a client-focused sales associate for its financial center in the United States. The role emphasizes uncovering personal banking needs, delivering solutions, and connecting clients to specialists while maintaining high-quality client care.

The position involves outbound outreach, guiding clients through self-service options, and supporting transactions with accuracy and regulatory compliance. A strong customer-centric mindset is essential.

Qualifications

• Minimum of one year sales experience in a client-centric environment.
• Strong written and verbal communications skills and ability to engage clients.
• Ability to learn and adapt to new information, technology platforms, and changing circumstances.

Responsibilities

• Partners with teams to provide financial center clients with consumer and small business solutions.
• Educates and trains clients on self-service transactions.
• Leverages resources to optimize the client experience and ensure operational excellence.
• Adheres to processes and regulatory guidelines for opening accounts and maintenance.
• Manages client interactions with best action for the bank and clients.

Skills

Active Listening

Relationship Building

Client Focus

Problem Solving

Oral Communications

Education

High School Diploma

Bachelor’s Degree

Tools

Microsoft Office

Job description

Bank of America is seeking a client-focused sales associate for its financial center in the United States. The role emphasizes uncovering personal banking needs, delivering solutions, and connecting clients to specialists while maintaining high-quality client care.

The position involves outbound outreach, guiding clients through self-service options, and supporting transactions with accuracy and regulatory compliance. A strong customer-centric mindset is essential.