Senior Personal Banker and Solutions Advisor

Bank of America; Los Angeles (CA); On-site; USD 36,000 - 45,000; Full time

Job summary

Bank of America seeks a client-focused banking professional to uncover personal and small business needs and connect clients with the right solutions. You will balance service requests with transactions, proactively follow up, and refer clients to specialists as needed.

The role emphasizes building strong relationships, understanding financial products, and guiding clients through digital tools while meeting regulatory requirements and delivering excellent service.

Qualifications

• Minimum one year sales-oriented experience in a client-focused environment.
• Strong work ethic with results-driven mindset and client advocacy.
• Excellent written and verbal communication skills.
• Comfortable engaging clients in person and by phone, capable of building relationships.
• Ability to learn new systems, handle ambiguity, and meet changing needs.

Responsibilities

• Uncover personal banking needs and recommend suitable products and services.
• Balance service requests with transactional activities and verifications.
• Proactively follow up with clients and manage multiple engagements.
• Refer clients to specialists (Merrill, Lending, Small Business) as appropriate.
• Educate clients on self-service tools and digital options.

Skills

Active Listening

Business Acumen

Customer Focus

Oral Communication

Problem Solving

Account Management

Client Experience

Client Management

Client Solutions

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma or GED

Associate or Bachelor degree preferred

Job description

Bank of America seeks a client-focused banking professional to uncover personal and small business needs and connect clients with the right solutions. You will balance service requests with transactions, proactively follow up, and refer clients to specialists as needed.

The role emphasizes building strong relationships, understanding financial products, and guiding clients through digital tools while meeting regulatory requirements and delivering excellent service.