Senior Client Banking Advisor

Bank of America; Farragut (TN); On-site; USD 32,000 - 48,000; Full time

Job summary

Bank of America in Tennessee seeks a client-focused professional to be the first contact for financial center clients, uncover personal banking needs, offer appropriate solutions, and connect clients to specialists. You will support self-service and transactional activities while delivering exceptional care and proactive follow-ups.

Ideal candidates have strong sales orientation, excellent communication, and the ability to learn new platforms.

Qualifications

• Minimum one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Associate’s or Bachelor’s degree in business, finance or related field preferred.

Responsibilities

• Partners with teams to provide financial center clients with consumer and small business solutions, services, and strategies.
• Assists, educates, and trains clients on conducting simple transactions through self-service technologies.
• Leverages resources to optimize client experience and deliver operational excellence.
• Adheres to processes and regulations in day-to-day activities such as opening accounts and digital shopping.
• Manages client interactions by choosing best actions and complying with regulatory requirements.

Skills

Active Listening

Business Acumen

Customer and Client 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

Associate’s Degree or Bachelor’s Degree in business, finance or related field

Tools

Microsoft Office

Job description

Bank of America in Tennessee seeks a client-focused professional to be the first contact for financial center clients, uncover personal banking needs, offer appropriate solutions, and connect clients to specialists. You will support self-service and transactional activities while delivering exceptional care and proactive follow-ups.

Ideal candidates have strong sales orientation, excellent communication, and the ability to learn new platforms.