Senior Client Banking Advisor (Personal & Small Biz)

Bank of America; Windermere (FL); On-site; USD 42,000 - 56,000; Full time

Job summary

Bank of America is hiring for a financial center client-facing role focused on uncovering personal banking needs and offering appropriate solutions. You will deepen client relationships, support self-service transactions, and ensure exceptional client care while adhering to regulatory standards.

The role emphasizes outbound client contact, follow-up routines, and collaboration with teams to deliver consumer and small business solutions. Flexibility for weekend hours is required.

Qualifications

• Minimum one year of sales experience in a client-centric environment.
• Strong communication skills, both written and verbal.
• Ability to learn and adapt to new information and systems.
• Willingness to work weekends and extended hours as needed.

Responsibilities

• Serve as the first point of contact for financial center clients and uncover personal banking needs.
• Connect clients to specialists and deepen relationships through platform services.
• Assist and train clients on self-service transactions and digital tools.
• Maintain compliance with procedures, laws and guidelines in daily activities.
• Manage client interactions with accuracy and professionalism.

Skills

Active Listening

Customer Focus

Relationship Building

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Business Acumen

Education

High School Diploma / GED / Secondary School or equivalent

Associate’s Degree or Bachelor’s Degree in business, finance or a related field

Job description

Bank of America is hiring for a financial center client-facing role focused on uncovering personal banking needs and offering appropriate solutions. You will deepen client relationships, support self-service transactions, and ensure exceptional client care while adhering to regulatory standards.

The role emphasizes outbound client contact, follow-up routines, and collaboration with teams to deliver consumer and small business solutions. Flexibility for weekend hours is required.