Senior Personal Banking Advisor: Client Growth

Bank of America; New York (NY); On-site; USD 38,000 - 62,000; Full time

Job summary

Bank of America is hiring to help uncover personal and small business banking needs, offering tailored solutions and connecting clients to specialists. The role balances service requests with in-person or inbound calls, requiring proactive client follow-up and handling diverse engagements.

The position emphasizes building trusted relationships, guiding clients toward appropriate products, and maintaining regulatory compliance while delivering a high standard of service.

Qualifications

• Requires strong communication and customer-service skills.
• Experience in sales in a client-centric environment preferred.
• Ability to identify client needs and provide suitable banking solutions.
• Willingness to work weekends or extended hours as needed.

Responsibilities

• Build and deepen client relationships by uncovering financial needs and recommending products and solutions.
• Respond to customer inquiries with customized banking solutions.
• Introduce and fulfill banking products (checking, savings, cards, CDs, IRAs, loans).
• Identify needs for licensed sales functions and refer to partners (Merrill, Lending, Small Business).
• Quote rates, terms and programs for banking solutions.
• Manage risk in all transactions using available tools.
• Leverage prior experience to handle more complex client engagements.
• Collaborate with teams to provide consumer and small business solutions and guidance.

Skills

Active Listening

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Relationship Building

Client Management

Client Solutions Advisory

Pipeline Management

Education

High School Diploma / GED / Secondary School or equivalent

Associate’s or Bachelor’s in business/finance or related field

Job description

Bank of America is hiring to help uncover personal and small business banking needs, offering tailored solutions and connecting clients to specialists. The role balances service requests with in-person or inbound calls, requiring proactive client follow-up and handling diverse engagements.

The position emphasizes building trusted relationships, guiding clients toward appropriate products, and maintaining regulatory compliance while delivering a high standard of service.