Senior Personal Banking Advisor

Bank of America; Columbia (SC); On-site; USD 42,000 - 60,000; Full time

Job summary

Bank of America in Columbia, SC is seeking a Personal Banking Associate to uncover client banking needs and deliver tailored financial solutions. You will balance service requests with in-person or inbound calls, while proactively following up with clients to deepen relationships.

The role focuses on helping clients choose checking/savings, credit cards, CDs, IRAs, and loans, with emphasis on accuracy, regulatory compliance, and a high level of client service.

Qualifications

• At least 1 year sales experience in a client-centric environment.
• Strong written and verbal communications skills.
• Willing to work weekends or extended hours as needed.

Responsibilities

• Build and deepen client relationships by uncovering financial needs and recommending products and solutions.
• Respond to customer inquiries with customized banking solutions.
• Introduce and fulfill banking products such as checking, savings, cards, CDs, IRAs, loans.
• Refer client needs to licensed sales partners (Merrill, Lending, Small Business).
• Quote rates, terms, and programs for banking solutions.
• Manage risk in transactions by using available tools.

Skills

Active Listening

Business Acumen

Customer and Client 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

Job description

Bank of America in Columbia, SC is seeking a Personal Banking Associate to uncover client banking needs and deliver tailored financial solutions. You will balance service requests with in-person or inbound calls, while proactively following up with clients to deepen relationships.

The role focuses on helping clients choose checking/savings, credit cards, CDs, IRAs, and loans, with emphasis on accuracy, regulatory compliance, and a high level of client service.