Senior Personal Banking Advisor

Bank of America; Oakland (CA); On-site; USD 36,000 - 45,000; Full time

Job summary

Bank of America in Oakland, CA is hiring for a Client Banking Consultant role focused on uncovering personal and small business banking needs, offering tailored solutions, and guiding clients to specialists. The position balances routine service requests with in-person and inbound interactions.

You will proactively connect with clients, follow up, and handle diverse engagements while adhering to regulatory requirements and maintaining high service standards.

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, 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.

Responsibilities

• Build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs
• Respond to customer inquiries and concerns, creating customized solutions
• Introduce and fulfills banking products (examples: checking & savings accounts, credit cards, CDs, IRAs, loans)
• Identifies client needs for licensed sales functions and refer to partners (Merrill, Lending, & Small Business)
• Quotes rates, terms and programs for banking solutions
• Manages risk in every business, product and service transaction leveraging available tools
• Leverages expertise from prior role by interacting with clients with an increased complexity of financial needs
• 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

Skills

Sales experience

Notary commission

Self-starter

Time management

Written communication

Verbal communication

Relationship building

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Oakland, CA is hiring for a Client Banking Consultant role focused on uncovering personal and small business banking needs, offering tailored solutions, and guiding clients to specialists. The position balances routine service requests with in-person and inbound interactions.

You will proactively connect with clients, follow up, and handle diverse engagements while adhering to regulatory requirements and maintaining high service standards.