Senior Personal Banking Advisor

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

Job summary

Bank of America in Greenville, SC seeks a customer-focused banking professional to uncover personal and small-business financial needs, offer tailored solutions, and connect clients with specialists. You will balance service requests with in-person and inbound call activities, while proactively following up with clients.

The role requires strong communication, the ability to learn new information, and adherence to regulatory requirements to deliver consumer and small business solutions.

Qualifications

• Minimum of one year demonstrated sales experience in a client-centric environment.
• Strong work ethic with a results focus and client advocacy.
• Collaborates effectively to build relationships and deliver service.
• Clear communication and ability to explain solutions to clients.

Responsibilities

• Build and deepen client relationships by identifying financial needs.
• Respond to inquiries with customized banking solutions.
• Promote and educate on banking products (accounts, cards, loans, IRAs).
• Refer prospects to partners for licensed sales functions.
• Quote rates, terms, and programs for banking solutions.
• Manage risk in transactions using available tools.
• Engage clients with increasingly complex financial needs.
• Assist clients in using self-service technologies and digital tools.

Skills

Active Listening

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Education

Associate/Bachelor in business or finance

Job description

Bank of America in Greenville, SC seeks a customer-focused banking professional to uncover personal and small-business financial needs, offer tailored solutions, and connect clients with specialists. You will balance service requests with in-person and inbound call activities, while proactively following up with clients.

The role requires strong communication, the ability to learn new information, and adherence to regulatory requirements to deliver consumer and small business solutions.