Senior Client Banking Advisor

ghr; Tacoma (WA); On-site; USD 3,578,000 - 4,374,000; Full time

Job summary

Bank of America in Tacoma, WA is hiring a Customer Service Associate who will be the first point of contact for financial center clients, helping to uncover personal banking needs and connect clients to specialists.

You will assist clients with self-service transactions, educate on digital tools, and uphold regulatory requirements while delivering exceptional service and building trust with individual and small business customers.

Qualifications

• Minimum one year of sales experience in a relationship-oriented environment.
• Strong work ethic with a results-driven mindset.
• Ability to build and nurture relationships and collaborate with others.
• Passion and drive to deliver a positive client experience and improve financial lives.
• Confident in identifying solutions based on client needs.
• Effective written and verbal communication skills.
• Comfortable engaging all clients in person or by phone.
• Ability to learn new information and adapt to technology platforms.

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 refer to specialists as needed.
• Leverage resources and processes to deliver accurate, efficient service and a great client experience.
• Adhere to established processes, laws, and guidelines when performing day-to-day activities (opening accounts, maintenance, etc.).
• Manage client interactions to determine best action for the bank and its clients while meeting 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 / Secondary School or equivalent

Job description

Bank of America in Tacoma, WA is hiring a Customer Service Associate who will be the first point of contact for financial center clients, helping to uncover personal banking needs and connect clients to specialists.

You will assist clients with self-service transactions, educate on digital tools, and uphold regulatory requirements while delivering exceptional service and building trust with individual and small business customers.