Senior Personal Banking Advisor

National Black MBA Association; Brooklyn Center (MN); On-site; USD 54,000 - 66,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is seeking a Customer Service Associate in Minnesota. This role serves as the first point of contact for financial center clients, uncovering personal banking needs and connecting clients to specialists.

You will deepen relationships through platform services, support self-service or transactional activities, and perform outbound follow-ups. The position requires at least one year of sales experience in a client‑centric environment, strong communication skills, and the ability to

Qualifications

• Minimum Education: High School Diploma or GED or equivalent.
• Associate's or Bachelor's degree in business, finance, or related field preferred.
• Sales or customer service experience in financial services is advantageous.

Responsibilities

• Partners with teams to provide financial center clients with consumer and small business solutions and strategies.
• Assists, educates, and trains clients on conducting simple transactions through self-service technologies.
• Leverages resources to optimize the client experience and deliver operational excellence and accuracy.
• Adheres to established processes, laws, and guidelines for opening accounts and other day-to-day activities.
• Manages client interactions and complies with regulatory requirements.

Skills

Active Listening

Business Acumen

Customer 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

Associate's Degree

Bachelor's Degree

Job description

Bank of America is seeking a Customer Service Associate in Minnesota. This role serves as the first point of contact for financial center clients, uncovering personal banking needs and connecting clients to specialists.

You will deepen relationships through platform services, support self-service or transactional activities, and perform outbound follow-ups. The position requires at least one year of sales experience in a client‑centric environment, strong communication skills, and the ability to