Senior Personal Banking Advisor | Relationship & Solutions

Bank of America; Jacksonville (FL); On-site; USD 42,000 - 65,000; Full time

Job summary

Bank of America in the United States is seeking a results-driven Personal Banker to uncover the financial needs of individuals and small business clients, offering tailored solutions and connecting clients to the right products and specialists.

You will build lasting relationships, respond to inquiries, and guide clients through everyday banking, from opening accounts to using self-service tools, while upholding regulatory standards and delivering strong service experiences.

Qualifications

• Minimum 1 year of sales experience in a client-centric environment.
• Strong work ethic and results-focused mindset.
• Effective communication and relationship-building skills.
• Able to learn and adapt to new information and technology.

Responsibilities

• Uncover financial needs of clients and recommend appropriate products and solutions.
• Respond to inquiries and create customized solutions for clients.
• Introduce and fulfill banking products (checking, savings, cards, loans).
• Identify needs for licensed sales functions and refer to Partners.
• Quote rates, terms, and programs for banking solutions.
• Manage risk in transactions using available tools.
• Interact with clients to handle increasingly complex financial needs.
• Collaborate with teams to serve consumer and small business clients.
• Educate and train clients on simple self-service transactions.
• Leverage resources to optimize client experience and operations.
• Adhere to processes, laws, and guidelines in day-to-day activities.

Skills

Active Listening

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Relationship Building

Client Experience

Business Development

Pipeline Management

Prospecting

Education

High School Diploma

Associate’s Degree

Bachelor’s Degree

Tools

Microsoft Office

Job description

Bank of America in the United States is seeking a results-driven Personal Banker to uncover the financial needs of individuals and small business clients, offering tailored solutions and connecting clients to the right products and specialists.

You will build lasting relationships, respond to inquiries, and guide clients through everyday banking, from opening accounts to using self-service tools, while upholding regulatory standards and delivering strong service experiences.