Senior Personal Banking Advisor

Bank of America; Alabama; On-site; USD 36,000 - 44,000; Full time

Job summary

Bank of America is seeking a Personal Banking Specialist to uncover personal and small business banking needs and connect clients to the right financial solutions. You will balance service requests with in-person and inbound call activities, proactively follow up, and handle complex client engagements with accuracy and compliance.

In this role you will partner with teams to provide consumer and business solutions, educate clients on self-service tools, and maintain high standards of service

Qualifications

• Minimum of one year sales experience in a client-centric environment.
• Alternate pathway: RM/ADP RM/CSA I/RMBOS at Bank of America for 6+ months.
• Strong written and verbal communication skills.
• Ability to learn new information and adapt to changing circumstances.

Responsibilities

• Uncover personal and small business banking needs and connect clients to suitable solutions.
• Balance service requests with in-person or inbound call activities.
• Proactively follow up with clients and handle complex engagements while ensuring compliance.

Skills

Active Listening

Relationship Building

Sales Skills

Communication

Education

High School Diploma

Bachelor’s preferred

Tools

MS Office

Job description

Bank of America is seeking a Personal Banking Specialist to uncover personal and small business banking needs and connect clients to the right financial solutions. You will balance service requests with in-person and inbound call activities, proactively follow up, and handle complex client engagements with accuracy and compliance.

In this role you will partner with teams to provide consumer and business solutions, educate clients on self-service tools, and maintain high standards of service