Senior Personal Banking Advisor

Bank of America; Vermont; On-site; USD 36,000 - 45,000; Full time

Job summary

Bank of America is hiring to help uncover personal banking needs, offering appropriate solutions and connecting clients to specialists. You will balance service requests with transactions and follow up with clients to handle complex engagements.

Responsibilities include building relationships, cross-selling products, and referring clients to partners. You will assist clients with self-service tools and ensure compliance with regulations while delivering excellent service.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented environment.
• Self-motivated, results-driven, and client-focused with strong ethics.
• Strong collaboration and relationship-building abilities.
• Passion and drive to improve clients’ financial lives.
• Able to identify solutions for new and existing clients based on their needs.
• Excellent written and verbal communication skills.
• Comfortable engaging clients in-person or by phone.
• Able to learn new information and adapt to changing circumstances.
• Uses critical thinking and problem-solving to meet client needs.
• Strong time management and ability to multitask.
• Notary commission in state or ability to obtain within a few months.
• Willingness to work weekends and possible travel within reasonable distance.

Responsibilities

• Build and deepen client relationships by uncovering financial needs and recommending products.
• Respond to inquiries with customized solutions and proactive follow-up.
• Introduce and fulfill banking products (checking/savings, cards, CDs, IRAs, loans).
• Identify needs for licensed sales and refer to partners (Merrill, Lending, Small Business).
• Quote rates, terms, and programs for banking solutions.
• Manage risk in transactions using available tools.
• Leverage prior experience to handle more complex client engagements.
• Partner with teams to provide consumer and small business solutions.
• Educate clients on simple transactions via self-service technologies.
• Use resources and processes to optimize client experience and accuracy.
• Adhere to processes, laws, and guidelines for day-to-day activities.
• Manage client interactions and ensure regulatory compliance.

Skills

Active Listening

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED

Associate’s Degree in business/finance

Bachelor’s Degree in business/finance

Tools

Microsoft Office

Job description

Bank of America is hiring to help uncover personal banking needs, offering appropriate solutions and connecting clients to specialists. You will balance service requests with transactions and follow up with clients to handle complex engagements.

Responsibilities include building relationships, cross-selling products, and referring clients to partners. You will assist clients with self-service tools and ensure compliance with regulations while delivering excellent service.