Senior Personal Banker & Client Advisor

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

Job summary

Bank of America in Madison, WI is hiring a Financial Center Client Associate to serve as the first point of contact for clients, uncover personal and small business banking needs, and connect clients with specialists.

You will deepen client relationships through platform services, assist with self-service or transactional activities, and maintain high standards of client care, with outbound calls and follow-ups.

Qualifications

• Minimum Qualifications: 1 year of sales experience in a client-centric environment.
• Strong written and verbal communication skills.
• Ability to work weekends and/or extended hours.
• Notary commission or ability to obtain within a few months where required.

Responsibilities

• Serve as the first point of contact for financial center clients; uncover personal banking needs and connect clients to specialists.
• Assist clients with self-service transactions and educate on digital tools.
• Deepen client relationships through platform services and proactive follow-ups.
• Adhere to bank processes, laws and guidelines in daily activities.

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

Job description

Bank of America in Madison, WI is hiring a Financial Center Client Associate to serve as the first point of contact for clients, uncover personal and small business banking needs, and connect clients with specialists.

You will deepen client relationships through platform services, assist with self-service or transactional activities, and maintain high standards of client care, with outbound calls and follow-ups.