Senior Personal Banking Advisor

Bank of America; Birmingham (AL); On-site; USD 35,000 - 52,000; Full time

Benefits offered by this job

Competitive benefits

In-office culture

Growth opportunities

Job summary

Bank of America in Birmingham seeks a dynamic Personal Banking Specialist to help clients uncover financial needs and connect them to tailored solutions. You will balance service requests with transactional activities and proactively follow up with clients to deepen relationships.

You will present banking products, refer to specialists as needed, and collaborate with teams to deliver consumer and small business solutions while ensuring compliance with regulatory requirements and internal

Qualifications

• Experience in a relationship-driven sales environment.
• Strong communication and client service skills.
• Ability to learn and adapt to new information and regulatory requirements.

Responsibilities

• Build and deepen client relationships by uncovering financial needs and recommending products.
• Respond to inquiries with customized banking solutions.
• Present and explain banking products such as checking, savings, cards and loans.
• Refer clients to specialists when appropriate.
• Ensure compliance with bank policies and regulatory requirements.

Skills

Active Listening

Customer Focus

Relationship Building

Problem Solving

Oral Communication

Account Management

Referral Management

Prospecting

Client Solutions

Business Acumen

Client Experience

Client Management

Business Development

Education

High School Diploma or GED

Bachelor's Degree in business or finance

Job description

Bank of America in Birmingham seeks a dynamic Personal Banking Specialist to help clients uncover financial needs and connect them to tailored solutions. You will balance service requests with transactional activities and proactively follow up with clients to deepen relationships.

You will present banking products, refer to specialists as needed, and collaborate with teams to deliver consumer and small business solutions while ensuring compliance with regulatory requirements and internal