Senior Personal Banking & Relationship Advisor

Bank of America; Covington (VA); On-site; USD 40,000 - 60,000; Full time

Job summary

Bank of America is hiring to uncover personal and small business banking needs, offering suitable solutions and connecting clients with specialists. You will balance service requests with transactional work and proactively follow up with clients to handle complex engagements.

The role emphasizes relationship building, product knowledge across core banking lines, and adherence to regulatory requirements while supporting a high-volume client base.

Qualifications

• High School Diploma or GED required.
• Commissioned notary or ability to obtain notary commission within months of start.
• Minimum 1 year of sales experience in a relationship-oriented, client-centric environment.
• Strong written and verbal communications skills.

Responsibilities

• Build and deepen client relationships by uncovering financial needs and recommending products and services.
• Respond to customer inquiries with customized banking solutions.
• Introduce and fulfill banking products (checking, savings, credit cards, CDs, IRAs, loans).
• Identify client needs for licensed sales functions and refer to partners.
• Quote rates, terms, and programs for banking solutions.
• Manage risk in transactions using available tools.
• Collaborate with teams to provide consumer and small business solutions.
• Educate clients on simple transactions through self-service technologies.

Skills

Active Listening

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development Pipeline

Prospecting Referral Identification

Referral Management

Education

High School Diploma / GED

Associate's Degree or Bachelor's Degree in business, finance or a related field

Tools

Microsoft Office

Job description

Bank of America is hiring to uncover personal and small business banking needs, offering suitable solutions and connecting clients with specialists. You will balance service requests with transactional work and proactively follow up with clients to handle complex engagements.

The role emphasizes relationship building, product knowledge across core banking lines, and adherence to regulatory requirements while supporting a high-volume client base.