Senior Personal Banking Advisor

Bank of America; Summerville (SC); On-site; USD 35,000 - 52,000; Full time

Job summary

Bank of America in Summerville, SC seeks a client‑focused associate to serve as the first point of contact for financial center clients, uncover personal banking needs, offer solutions, and connect clients to specialists. You will deepen relationships through platform services and support self‑service and transactional activities.

You will engage with clients, maintain compliance, and provide exceptional service while learning our products and services.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship‑oriented environment.
• Strong written and verbal communication skills.
• Ability to learn and adapt to new information and technology platforms.
• Willingness to work weekends and extended hours as needed.
• Notary commission or ability to obtain one within a few months of start date.

Responsibilities

• Partners with teams to provide financial center clients with consumer and small business solutions.
• Educates clients on self‑service technologies and simple transactions.
• Leverages resources to optimize the client experience and ensure accuracy.
• Adheres to processes, laws, and guidelines in opening accounts and servicing clients.
• Manages client interactions and complies with regulatory requirements.

Skills

Relationship building

Sales experience

Communication skills

Time management

Notary commission readiness

Education

High School Diploma

Associate's Degree preferred

Job description

Bank of America in Summerville, SC seeks a client‑focused associate to serve as the first point of contact for financial center clients, uncover personal banking needs, offer solutions, and connect clients to specialists. You will deepen relationships through platform services and support self‑service and transactional activities.

You will engage with clients, maintain compliance, and provide exceptional service while learning our products and services.