Senior Personal Banking & Relationship Advisor

Bank of America; Henderson (NV); On-site; USD 74,501,000 - 93,126,000; Full time

Benefits offered by this job

Incentives

Benefits package

Paid time off

Job summary

Bank of America is hiring in Henderson, NV for a personal banking role focused on uncovering client financial needs and offering tailored solutions. You will balance service requests with transactions and proactively follow up with clients across in-person and phone channels.

The role emphasizes building strong relationships, cross-selling banking products, and partnering with specialists while maintaining adherence to policies and risk controls. Weekend/hours flexibility is required.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Commissioned notary or ability to obtain notary commission within a few months of start date in role.
• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance.
• Strong written and verbal communications skills.
• Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances.

Responsibilities

• Build and deepen client relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs.
• Respond to customer inquiries and concerns, creating customized 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 every business, product and service transaction using available tools.
• Collaborate with teams to provide financial center clients with consumer and small business solutions.
• Assist, educate, and train clients on simple transactions through self-service technologies.
• Leverage resources and processes to optimize client experience and delivery.
• Adhere to established processes, laws, and guidelines in day-to-day activities such as opening accounts and digital shopping.

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 Management

Prospecting

Referral Identification

Referral Management

Education

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

Tools

Microsoft Office

Job description

Bank of America is hiring in Henderson, NV for a personal banking role focused on uncovering client financial needs and offering tailored solutions. You will balance service requests with transactions and proactively follow up with clients across in-person and phone channels.

The role emphasizes building strong relationships, cross-selling banking products, and partnering with specialists while maintaining adherence to policies and risk controls. Weekend/hours flexibility is required.