Senior Personal Banking Advisor

Bank of America; Broomfield (CO); On-site; USD 36,000 - 45,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Incentive plan eligibility

Job summary

Bank of America in Colorado is hiring for a frontline banking role focused on uncovering personal and small business banking needs, offering tailored solutions, and guiding clients to specialists. You will balance service requests with in-person or inbound call handling and proactively follow up with clients to build lasting relationships.

The role requires sales experience, strong communication skills, and the ability to work flexible hours including weekends.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
• Collaborates effectively to get things done, building and nurturing strong relationships
• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives
• Confident in identifying solutions for helping new and existing clients based on their needs
• Strong written and verbal communications skills
• Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)
• Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstancesApplies strong critical thinking and problem-solving skills to meet clients’ needs
• Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously
• Is a commissioned notary or can successfully obtain a notary commission in the state you work within a fewmonths of start date in role (exact timeframe varies by location due to differing state laws)
• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance

Responsibilities

• Builds and deepens client relationships by uncovering financial needs and recommending suitable products and services
• Responds to customer inquiries with customized solutions
• Introduces and fulfills banking products (checking, savings, credit cards, CDs, IRAs, loans)
• Identifies client needs for licensed sales functions and refers to partners
• Quotes rates, terms and programs for banking solutions
• Manages risk in all transactions leveraging available tools
• Interacts with clients to handle increasing complexity of financial needs
• Partners with teams to provide consumer and small business solutions
• Educates clients on simple transactions through self-service technologies
• Utilizes resources and processes to optimize client experience and accuracy
• Adheres to processes and regulations when opening accounts and digital shopping
• Manages client interactions and adheres to 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 or Bachelor’s Degree in business, finance or a related field

Job description

Bank of America in Colorado is hiring for a frontline banking role focused on uncovering personal and small business banking needs, offering tailored solutions, and guiding clients to specialists. You will balance service requests with in-person or inbound call handling and proactively follow up with clients to build lasting relationships.

The role requires sales experience, strong communication skills, and the ability to work flexible hours including weekends.