Senior Personal Banker & Relationship Advisor

Bank of America; Newport Beach (CA); Sur place; USD 36 000 - 45 000; Plein temps

Avantages offerts par ce poste

Benefits

Résumé du poste

Bank of America in Newport Beach, CA is hiring a client-focused Banking Specialist to uncover personal and small business needs and connect clients with the right banking solutions. You will handle in‑person and inbound inquiries, balance service requests with transactions, and educate customers on products such as checking, savings, CDs, IRAs, loans, and cards while ensuring compliance.

The role emphasizes relationship building, proactive follow‑ups, and collaboration with partners to deliver

Qualifications

• Minimum of one year demonstrated sales experience in a client-focused environment.
• Strong written and verbal communications skills.
• Willingness to obtain notary commission within months of start date.

Responsabilités

• Build and deepen client relationships by uncovering financial needs and offering suitable banking solutions.
• Respond to customer inquiries with customized solutions and refer to specialists.
• Open accounts, manage transactions, and guide clients through self-service options.
• Work with teams to provide both consumer and small business banking services.
• Adhere to regulatory requirements and deliver accurate, compliant service.

Connaissances

Sales experience

Customer service

Relationship building

Communication skills

Problem solving

Time management

Formation

High School Diploma / GED

Description du poste

Bank of America in Newport Beach, CA is hiring a client-focused Banking Specialist to uncover personal and small business needs and connect clients with the right banking solutions. You will handle in‑person and inbound inquiries, balance service requests with transactions, and educate customers on products such as checking, savings, CDs, IRAs, loans, and cards while ensuring compliance.

The role emphasizes relationship building, proactive follow‑ups, and collaboration with partners to deliver