Senior Personal Banking Advisor

Bank of America; California (MO); On-site; USD 3,582,000 - 4,408,000; Full time

Benefits offered by this job

Benefits package

Paid time off

Incentive plan

Job summary

Bank of America is seeking a customer-centric Financial Center Associate to serve as the first point of contact for clients. You will uncover personal banking needs, offer appropriate solutions, and connect clients to specialists while supporting self-service transactions and delivering exceptional care.

Role involves outbound client outreach, follow-up routines, and collaboration with teams to provide consumer and small business solutions across multiple financial centers.

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 results focus.
• Confident in identifying solutions for helping new and existing clients.

Responsibilities

• Provide financial center solutions to consumer and small business clients.
• Educate and train clients on self-service transactions.
• Leverage resources to optimize client experience and ensure operational excellence.
• Adhere to processes and regulatory requirements in day-to-day activities.
• Manage client interactions with best course of action for bank and clients.

Skills

Active Listening

Customer Focus

Relationship Building

Problem Solving

Oral Communications

Time Management

Education

High School Diploma or equivalent

Job description

Bank of America is seeking a customer-centric Financial Center Associate to serve as the first point of contact for clients. You will uncover personal banking needs, offer appropriate solutions, and connect clients to specialists while supporting self-service transactions and delivering exceptional care.

Role involves outbound client outreach, follow-up routines, and collaboration with teams to provide consumer and small business solutions across multiple financial centers.