Senior Personal Banking Advisor

Bank of America; Lynn (MA); On-site; USD 36,000 - 44,000; Full time

Job summary

Bank of America is seeking a customer-focused Financial Center Associate who serves as the first contact for clients, uncovering personal banking needs and connecting customers to specialists. You will deepen relationships through platform services, support self-service or transactional activities, and provide exceptional client care.

The role includes outbound client outreach, consistent follow-up, and adherence to regulatory guidelines while delivering accurate, efficient service in a

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 intense focus on results.
• Collaborates effectively to get things done and build relationships.
• Delivers an experience that improves clients’ financial lives with passion and drive.
• Confident in identifying client solutions based on needs.
• Strong written and verbal communications skills.
• Effective in engaging all clients in-person and by phone.
• Learns and adapts to new information, technology, and changing circumstances.
• Uses critical thinking and problem-solving to meet client needs.
• Manages time and prioritizes multiple tasks efficiently.
• Notary commission or ability to obtain one within a few months of start date.
• Available to work weekends or extended hours at various locations.

Responsibilities

• Partners with teams to provide consumer and small business solutions and services.
• Educates and trains clients on self-service technologies for simple transactions.
• Utilizes resources and processes to optimize client experience and accuracy.
• Follows established processes and regulatory requirements for day-to-day activities such as opening accounts.
• Manages client interactions and determines best course of action for the bank and clients.

Skills

Sales experience

Notary commission

Communication

Time management

Relationship building

Problem solving

Active listening

Adaptability

Education

High School Diploma

Tools

MS Office

Job description

Bank of America is seeking a customer-focused Financial Center Associate who serves as the first contact for clients, uncovering personal banking needs and connecting customers to specialists. You will deepen relationships through platform services, support self-service or transactional activities, and provide exceptional client care.

The role includes outbound client outreach, consistent follow-up, and adherence to regulatory guidelines while delivering accurate, efficient service in a