Senior Client Banking & Relationship Advisor

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

Job summary

Bank of America seeks a customer-focused professional in Missouri to serve as the first point of contact for clients, uncovering personal banking needs and guiding them to specialists. You will deepen client relationships through platform services and support self-service transactions while delivering exceptional care.

Responsibilities include proactive client outreach, accurate processing, and adherence to regulatory requirements, with occasional weekend hours as needed by the center.

Qualifications

• At least 1 year sales experience in a client-centric environment.
• Strong written and verbal communications skills.
• Confident in identifying client solutions based on needs.
• Able to engage all clients in-person or by phone.
• Learns new information and adapts to changing circumstances.
• Maintains time management and multitasking abilities.
• Notary commission in state within a few months of start.
• Weekend and/or extended hours availability.

Responsibilities

• Partner with teams to provide consumer and small business solutions.
• Assist and train clients on self-service transactions.
• Leverage resources to optimize client experience and accuracy.
• Adhere to processes, laws, and guidelines for daily activities.
• Manage client interactions and comply with 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

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

Tools

Microsoft Office

Job description

Bank of America seeks a customer-focused professional in Missouri to serve as the first point of contact for clients, uncovering personal banking needs and guiding them to specialists. You will deepen client relationships through platform services and support self-service transactions while delivering exceptional care.

Responsibilities include proactive client outreach, accurate processing, and adherence to regulatory requirements, with occasional weekend hours as needed by the center.