Senior Personal Banking & Relationship Advisor

Bank of America; Virginia; On-site; USD 42,000 - 60,000; Full time

Job summary

Bank of America is seeking a client service associate for our financial center. You will be the first point of contact, uncover personal banking needs, offer suitable solutions, and connect clients to specialists.

The role emphasizes building relationships, guiding self‑service usage, and delivering exceptional client care. You will engage clients via in‑person and phone interactions, supporting transactions and maintaining regulatory compliance.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship‑oriented and client‑centric environment.
• Strong written and verbal communications skills.
• Ability to learn and adapt to new information, technology platforms, and processes.
• Comfort engaging all clients (in-person and by phone).
• Notary commission in state within a few months of start date (if not already).

Responsibilities

• Serve as the first point of contact for financial center clients and uncover personal banking needs.
• Offer appropriate solutions and connect clients to specialists.
• Deepen client relationships through platform services and self‑service options.
• Support clients with transactional activities and ensure exceptional client care.
• Follow up with clients through outbound calls and routine check-ins.

Skills

Active Listening

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Education

Associate's Degree or Bachelor's Degree in business or finance

Job description

Bank of America is seeking a client service associate for our financial center. You will be the first point of contact, uncover personal banking needs, offer suitable solutions, and connect clients to specialists.

The role emphasizes building relationships, guiding self‑service usage, and delivering exceptional client care. You will engage clients via in‑person and phone interactions, supporting transactions and maintaining regulatory compliance.