Senior Personal Banking Advisor

Bank of America; Westminster (CA); On-site; USD 42,000 - 64,000; Full time

Job summary

Bank of America is seeking a customer-focused professional to serve as the first point of contact for financial center clients. You will uncover personal banking needs, offer appropriate solutions, and connect customers to specialists.

The role emphasizes building trusted relationships, supporting self-service and transactions, and proactive client outreach. Responsibilities include partnering with teams to serve consumer and small business clients, educating on transactions, and adhering to

Qualifications

• Minimum one year sales experience in a client-centric environment.
• Strong communication and relationship-building skills are required.
• Able to learn and adapt to new information and platforms.

Responsibilities

• Serve as the first point of contact for financial center clients and uncover personal banking needs.
• Provide solutions and connect clients to specialists as appropriate.
• Deepen client relationships through platform services and self-service support.
• Conduct outbound calls and follow up with clients to maintain engagement.
• Assist clients with transactions and ensure accurate processing.

Skills

Active Listening

Customer Focus

Relationship Building

Problem Solving

Oral Communications

Account Management

Client Management

Prospecting

Pipeline Management

Referral Identification

Education

Associate's or Bachelor's Degree in business/finance

Tools

Microsoft Office

Job description

Bank of America is seeking a customer-focused professional to serve as the first point of contact for financial center clients. You will uncover personal banking needs, offer appropriate solutions, and connect customers to specialists.

The role emphasizes building trusted relationships, supporting self-service and transactions, and proactive client outreach. Responsibilities include partnering with teams to serve consumer and small business clients, educating on transactions, and adhering to