Senior Personal Banking Advisor

National Black MBA Association; Northern (KY); Hybrid; USD 36,000 - 44,000; Full time

Job summary

Bank of America is hiring a Financial Center Client Associate to greet clients, uncover personal banking needs, offer solutions, and connect clients to specialists. You will deepen client relationships through platform services, support self-service or transactional activities, and provide excellent client care.

Candidates should have at least one year of sales experience, be results-driven, and adapt to new platforms. Weekend hours and flexibility across nearby financial centers may apply.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
• Strong focus on results with excellent written and verbal communications
• Collaborates effectively to build and nurture relationships
• Ability to learn and adapt to new information, technology platforms and processes
• Notary commission may be required or obtained within a few months depending on location

Responsibilities

• Provide financial center clients with consumer and small business solutions and guidance
• Educate clients on self-service transactions and digital tools
• Leverage resources to optimize client experience and accuracy
• Open and maintain accounts while following required processes and compliance
• Manage client interactions with regulatory requirements and best action for the bank

Skills

Active Listening

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED

Associate's Degree

Bachelor's Degree

Job description

Bank of America is hiring a Financial Center Client Associate to greet clients, uncover personal banking needs, offer solutions, and connect clients to specialists. You will deepen client relationships through platform services, support self-service or transactional activities, and provide excellent client care.

Candidates should have at least one year of sales experience, be results-driven, and adapt to new platforms. Weekend hours and flexibility across nearby financial centers may apply.