Senior Client Banking Advisor

Bank of America; North Carolina; On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Job summary

Bank of America seeks a client‑focused associate at a financial center to greet customers, identify banking needs, and guide them to appropriate solutions. You will support transactions, educate clients on digital tools, and connect them with specialists to deepen relationships.

The role requires strong communication, weekend/extended hours availability, and the ability to learn new systems. In‑person service at Columbus, OH locations is expected.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship‑oriented environment.
• Strong written and verbal communication skills and client focus.
• Willingness to work weekends and extended hours as needed.
• Notary commission or ability to obtain within months of start date (state‑dependent).
• Ability to learn and adapt to new information and technologies.

Responsibilities

• Serve as the first point of contact for financial center clients and uncover personal banking needs.
• Assist clients with self‑service or transactional activities and educate on platform services.
• Deepen client relationships by connecting clients to specialists and solutions.
• Maintain compliance with policies and regulatory requirements while delivering exceptional service.

Skills

Sales experience

Relationship building

Communication skills

Notary commission

Time management

Education

Associate's or Bachelor's degree in business/finance

Tools

Microsoft Office Suite

Laptop technology familiarity

Job description

Bank of America seeks a client‑focused associate at a financial center to greet customers, identify banking needs, and guide them to appropriate solutions. You will support transactions, educate clients on digital tools, and connect them with specialists to deepen relationships.

The role requires strong communication, weekend/extended hours availability, and the ability to learn new systems. In‑person service at Columbus, OH locations is expected.