Senior Personal Banking Advisor

NBMBAA; Jacksonville (FL); On-site; USD 42,000 - 66,000; Full time

Job summary

Bank of America in Jacksonville, FL, seeks a client-focused Financial Center Associate to deepen personal and small business relationships. You will guide clients through self-service options, process transactions, and connect clients with specialists to meet their financial goals.

The role requires strong communication, ability to learn new platforms, and a commitment to compliant, high‑quality service. Weekend/extended hours may be required; bilingual Spanish skills are preferred.

Qualifications

• Minimum one year of sales experience in a relationship-oriented environment.
• Strong work ethic with a results focus and client advocacy.
• Collaborates effectively to build strong client relationships.
• Passion and drive to improve clients' financial lives.
• Able to identify solutions for clients based on their needs.
• Strong written and verbal communication skills.
• Confidently engage all clients in-person or by phone.
• Able to learn new information and adapt to changing circumstances.
• Uses critical thinking to meet client needs.
• Excellent time management and multitasking abilities.
• Notary commission in-state within a few months, or able to obtain one.
• Willing to work weekends or extended hours at multiple centers.
• Bilingual in English and Spanish.

Responsibilities

• Partner with teams to provide consul­tative financial center solutions for personal and small business clients.
• Educate and train clients on self-service transactions.
• Leverage resources to optimize client experience and ensure accuracy.
• Follow established processes, comply with laws and guidelines.
• Manage client interactions and comply 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 or Bachelor's Degree in business, finance or related field

Job description

Bank of America in Jacksonville, FL, seeks a client-focused Financial Center Associate to deepen personal and small business relationships. You will guide clients through self-service options, process transactions, and connect clients with specialists to meet their financial goals.

The role requires strong communication, ability to learn new platforms, and a commitment to compliant, high‑quality service. Weekend/extended hours may be required; bilingual Spanish skills are preferred.