Senior Personal Banking Advisor

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

Job summary

Bank of America in Sharon, MA is seeking a customer-focused associate to uncover personal banking needs and connect clients with tailored solutions. You will balance service requests with in-branch and inbound call engagements, and proactively follow up to deepen relationships.

The role emphasizes cross-selling banking products, educating clients on options, and adhering to regulatory requirements while delivering accurate and excellent service to diverse clients.

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, 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.

Responsibilities

• Builds and deepens client relationships by uncovering financial needs and recommending products and solutions.
• Responds to customer inquiries with customized solutions.
• Introduces and fulfills banking products (checking/savings, credit cards, CDs, IRAs, loans).
• Quotes rates, terms and programs for banking solutions.
• Manages risk in every transaction and uses available tools.
• Leverages expertise from prior role to handle more complex client needs.

Skills

Active Listening

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Account Management

Business Acumen

Client Management

Client Solutions Advisory

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Associate's Degree or Bachelor's Degree in business, finance or a related field

Job description

Bank of America in Sharon, MA is seeking a customer-focused associate to uncover personal banking needs and connect clients with tailored solutions. You will balance service requests with in-branch and inbound call engagements, and proactively follow up to deepen relationships.

The role emphasizes cross-selling banking products, educating clients on options, and adhering to regulatory requirements while delivering accurate and excellent service to diverse clients.