Senior Personal Banking & Solutions Advisor

Bank of America; Kansas; On-site; USD 40,000 - 52,000; Full time

Job summary

Bank of America in the United States is seeking a Personal Banker to uncover personal and small business banking needs, connect clients to specialists, and deliver tailored solutions. You will balance service requests with transactions, proactively follow up, and handle diverse client engagements.

The role emphasizes relationship building, sales in a client-centric environment, and accurate use of digital tools.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Strong work ethic, results-focused, and client-first attitude.
• Effective communication and ability to engage all clients (in-person and by phone).

Responsibilities

• Build and deepen client relationships by uncovering financial needs and recommending products.
• Respond to customer inquiries with customized banking solutions.
• Present and fulfill banking products like checking, savings, cards, loans.
• Refer licensed sales opportunities to partners when needed.
• Help clients navigate digital self-service and ensure accurate operations.

Skills

Active Listening

Customer and Client Focus

Relationship Building

Problem Solving

Oral Communications

Prospecting

Education

High School Diploma / GED / Secondary School or equivalent

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

Job description

Bank of America in the United States is seeking a Personal Banker to uncover personal and small business banking needs, connect clients to specialists, and deliver tailored solutions. You will balance service requests with transactions, proactively follow up, and handle diverse client engagements.

The role emphasizes relationship building, sales in a client-centric environment, and accurate use of digital tools.