Senior Client Banking Advisor

Bank of America; Seattle (WA); On-site; USD 3,578,000 - 4,374,000; Full time

Job summary

Bank of America in Seattle seeks a client-focused team member to serve as the first contact for financial center clients. You will uncover personal banking needs, offer suitable solutions, and connect clients to specialists while supporting self-service transactions and exceptional client care.

Responsibilities include outbound outreach, building relationships, and ensuring compliant, accurate interactions. Weekend/extended hours may be required to serve clients effectively.

Qualifications

• High School diploma or GED is required.
• Minimum of one year sales experience in a client-centric environment.
• Willingness to obtain/hold a notary commission within a few months of start date.
• Weekend and extended hours availability as needed.

Responsibilities

• Serve as first point of contact for financial center clients.
• Uncover personal banking needs and connect clients to specialists.
• Assist clients with self-service or transactional activities.
• Maintain compliant and accurate client interactions and records.
• Proactively follow up with clients and conduct outbound calls.

Skills

Active Listening

Client Focus

Relationship Building

Oral Communications

Problem Solving

Account Management

Time Management

Sales Orientation

Notary Qualification

Commissioned Notary Readiness

Education

High School Diploma / GED

Associate's/Bachelor's in Business or Finance

Job description

Bank of America in Seattle seeks a client-focused team member to serve as the first contact for financial center clients. You will uncover personal banking needs, offer suitable solutions, and connect clients to specialists while supporting self-service transactions and exceptional client care.

Responsibilities include outbound outreach, building relationships, and ensuring compliant, accurate interactions. Weekend/extended hours may be required to serve clients effectively.