Senior Client Relationship Advisor

Bank of America; Town of Sun Prairie (WI); On-site; USD 42,000 - 64,000; Full time

Job summary

Bank of America is seeking a Financial Center Client Associate to serve as the first point of contact for clients, uncover banking needs, and connect clients with specialists. You will support self-service transactions, deepen relationships, and deliver exceptional client care with outbound follow-ups.

Candidates should have at least a year of sales experience in a client-centric environment, be a strong communicator, and capable of handling multiple tasks while meeting regulatory requirements.

Qualifications

• This role requires proven sales experience in a client-centric environment.
• Ability to learn banking products and services and explain them clearly.
• Notary commission required or ability to obtain within a few months.

Responsibilities

• Partners with teams to provide consumer and small business banking solutions.
• Assists clients with self-service transactions and uses platform services.
• Leverages resources to optimize client experience and ensure accuracy.
• Follows processes, laws, and guidelines for day-to-day activities.
• Manages client interactions and adheres to regulatory requirements.

Skills

Active Listening

Customer Focus

Oral Communications

Relationship Building

Sales Mindset

Time Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Financial Center Client Associate to serve as the first point of contact for clients, uncover banking needs, and connect clients with specialists. You will support self-service transactions, deepen relationships, and deliver exceptional client care with outbound follow-ups.

Candidates should have at least a year of sales experience in a client-centric environment, be a strong communicator, and capable of handling multiple tasks while meeting regulatory requirements.