Senior Personal Banking Relationship Advisor

Bank of America; Royersford (Montgomery County); On-site; USD 42,000 - 56,000; Full time

Job summary

Bank of America is hiring to help uncover personal and small business banking needs, offering aligned solutions and guiding clients to specialists. The role emphasizes proactive client outreach, follow-up, and handling increasingly complex engagements, with in-branch and phone interactions.

Candidates should have sales experience in a client-centric environment, strong communication skills, and a commitment to excellent service.

Qualifications

• Minimum one year demonstrated sales experience in a relationship-oriented environment.
• Strong written and verbal communications skills.
• Able to engage clients in-person and by phone.
• Willing to obtain a notary commission where required.

Responsibilities

• Build and deepen client relationships by uncovering financial needs and recommending products.
• Respond to inquiries with customized banking solutions.
• Introduce and fulfill banking products (checking, savings, CDs, loans).
• Refer clients to specialists for licensed sales functions when needed.
• Quote rates and programs for banking solutions.
• Manage risk in transactions using available tools.
• Assist clients with self-service transactions and digital options.
• Ensure compliance with processes, laws, and guidelines in daily activities.

Skills

Active Listening

Customer Focus

Relationship Building

Communication

Problem Solving

Time Management

Education

High School Diploma or GED

Job description

Bank of America is hiring to help uncover personal and small business banking needs, offering aligned solutions and guiding clients to specialists. The role emphasizes proactive client outreach, follow-up, and handling increasingly complex engagements, with in-branch and phone interactions.

Candidates should have sales experience in a client-centric environment, strong communication skills, and a commitment to excellent service.