Senior Personal Banking Advisor

Bank of America; Lakewood (CO); In loco; USD 36.000 - 44.000; Tempo pieno

Vantaggi offerti da questo lavoro

Industry-leading benefits

Formulaic incentive plan eligible

Descrizione del lavoro

Bank of America is hiring for a frontline banking associate to serve as the first point of contact for financial center clients. You will uncover personal banking needs, offer suitable solutions, and connect clients to specialists.

The role emphasizes proactive outreach, self-service support, and high-quality client care. The position requires stock of strong communication skills, ability to learn new platforms, and a commitment to ethical service, with weekend or extended hours as needed.

Competenze

• 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 circumstances
• Applies 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 few months 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

Mansioni

• Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities
• Assists, educates, and trains clients on conducting simple transactions through self-service technologies
• Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
• Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping
• Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements

Conoscenze

Active Listening

Customer and Client Focus

Relationship Building

Prospecting

Client Management

Account Management

Problem Solving

Business Acumen

Oral Communications

Client Solutions

Advisory

Branding

Business Development Pipeline Growth

Referral Identification

Referral Management

Formazione

Associate's Degree in business, finance or related field

Bachelor's Degree in business, finance or related field

Strumenti

Microsoft Office

Descrizione del lavoro

Bank of America is hiring for a frontline banking associate to serve as the first point of contact for financial center clients. You will uncover personal banking needs, offer suitable solutions, and connect clients to specialists.

The role emphasizes proactive outreach, self-service support, and high-quality client care. The position requires stock of strong communication skills, ability to learn new platforms, and a commitment to ethical service, with weekend or extended hours as needed.