Senior Client Banking Advisor

Bank of America; United States; On-site; USD 48,000 - 62,000; Full time

Job summary

Bank of America in the United States seeks a Customer Service Representative to serve as the first point of contact for financial center clients, uncovering personal banking needs and connecting clients to specialists. You will deepen relationships through platform services and support self‑service or transactional activities.

Responsibilities include assisting clients with transactions, educating them on Digital tools, and delivering compliant, accurate service while proactively following up

Qualifications

• Minimum of one year demonstrated sales experience in a relationship‑oriented and client‑centric environment.
• Enthusiastic, highly motivated self‑starter with a strong work ethic and intense focus on results.
• Collaborates effectively to get things done and build relationships.
• Displays passion and drive to improve our clients' financial lives.
• Confident in identifying solutions for helping new and existing clients.
• Strong written and verbal communications skills.
• Able to engage all clients in person or by phone.
• Learns new information and adapts to technology platforms and changing circumstances.
• Applies strong critical thinking and problem‑solving skills to client needs.
• Manages time well and handles multiple tasks.

Responsibilities

• Partners with teams to provide financial center clients with consumer and small business solutions.
• Assists, educates, and trains clients on simple self‑service transactions.
• Leverages resources to optimize the client experience and ensure operational excellence.
• Adheres to established processes, laws, and guidelines in daily activities.
• Manages client interactions with appropriate actions and compliance.

Skills

Sales experience

Client relationship building

Communication skills

Time management

Notary commission

Attention to detail

Team collaboration

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in the United States seeks a Customer Service Representative to serve as the first point of contact for financial center clients, uncovering personal banking needs and connecting clients to specialists. You will deepen relationships through platform services and support self‑service or transactional activities.

Responsibilities include assisting clients with transactions, educating them on Digital tools, and delivering compliant, accurate service while proactively following up