Senior Client Banking Advisor

Bank of America; Glen Allen (MO); On-site; USD 3,578,000 - 4,374,000; Full time

Benefits offered by this job

Benefits eligible

Industry-leading benefits

Job summary

Bank of America is seeking a candidate to serve as the first point of contact for financial center clients, uncovering personal banking needs and offering solutions. You will support self‑service activities, deepen relationships with clients, and connect them to specialists as needed.

Responsibilities include guiding customers through transactions, maintaining a high level of client care, and ensuring compliance with banking regulations while achieving performance goals.

Qualifications

• Minimum of one year sales experience in a relationship‑oriented and client‑centric environment.
• Strong written and verbal communications skills.
• Able to identify solutions for helping new and existing clients based on their needs.
• Commissioned notary or ability to obtain a notary commission within a few months of start date.

Responsibilities

• Partners with teams to provide consumer and small business solutions.
• Educates clients on self‑service transactions and digital tools.
• Leverages resources to optimize client experience and ensure accuracy.
• Adheres to processes, laws, and guidelines in opening accounts and maintenance.
• Manages client interactions and regulatory compliance.

Skills

Active Listening

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Time Management

Education

High School Diploma or GED

Bachelor’s Degree in Business or Related Field

Associate’s Degree

Tools

Microsoft Office

Job description

Bank of America is seeking a candidate to serve as the first point of contact for financial center clients, uncovering personal banking needs and offering solutions. You will support self‑service activities, deepen relationships with clients, and connect them to specialists as needed.

Responsibilities include guiding customers through transactions, maintaining a high level of client care, and ensuring compliance with banking regulations while achieving performance goals.