Senior Client Banking Advisor - Personal & Small Business

ghr; Bear (DE); On-site; USD 36,000 - 52,000; Full time

Job summary

Bank of America is seeking a customer-focused professional to serve as the first point of contact for financial center clients. You will uncover personal banking needs, offer suitable solutions, and connect clients to specialists while supporting self-service and transactional activities.

Responsibilities include deepening client relationships, guiding clients through platform services, and ensuring exceptional client care.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Strong written and verbal communications skills.
• Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances.

Responsibilities

• Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities
• Assists, educates, and trains clients on conducting simple transactions through self-service technologies
• Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
• Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping
• Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements

Skills

Active Listening

Customer Focus

Relationship Building

Oral Communications

Problem Solving

Sales

Time Management

Cross-functional Collaboration

Education

High School Diploma/GED

Associate's Degree (optional)

Bachelor's Degree (preferred)

Job description

Bank of America is seeking a customer-focused professional to serve as the first point of contact for financial center clients. You will uncover personal banking needs, offer suitable solutions, and connect clients to specialists while supporting self-service and transactional activities.

Responsibilities include deepening client relationships, guiding clients through platform services, and ensuring exceptional client care.