Senior Personal Banking Advisor

Bank of America; Miami (FL); On-site; USD 42,000 - 64,000; Full time

Job summary

Bank of America in the United States seeks a client-focused professional to uncover personal banking needs and connect clients with the right solutions. The role involves servicing clients, handling transactions, and promoting banking products such as checking, savings, lines of credit, and loans while maintaining compliance.

The ideal candidate has at least one year of sales experience in a client-centric setting, strong communication skills, and availability for weekend or extended hours.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented environment.
• Strong written and verbal communications skills.
• Bilingual in English and Spanish.
• Commissioned Notary or ability to obtain within months.

Responsibilities

• Build and deepen client relationships by uncovering financial needs and offering suitable products.
• Respond to inquiries and create customized financial solutions.
• Promote banking products such as checking, savings, cards, CDs, IRAs and loans.
• Refer clients to partners for licensed sales functions when needed.
• Quote rates and programs while ensuring risk management and regulatory compliance.
• Educate clients and guide them through self-service tools and digital shopping.
• Open accounts, maintain accounts, and support day-to-day banking activities.

Skills

Sales experience

Communication skills

Bilingual English/Spanish

Notary

Education

High School Diploma

Bachelor's degree in business/finance

Job description

Bank of America in the United States seeks a client-focused professional to uncover personal banking needs and connect clients with the right solutions. The role involves servicing clients, handling transactions, and promoting banking products such as checking, savings, lines of credit, and loans while maintaining compliance.

The ideal candidate has at least one year of sales experience in a client-centric setting, strong communication skills, and availability for weekend or extended hours.