Senior Personal Banking & Solutions Advisor

Bank of America; Miami (FL); On-site; USD 42,000 - 65,000; Full time

Job summary

Bank of America is seeking a service-focused professional to be the first point of contact for financial center clients, uncover their personal banking needs, and connect them to specialists. You will deepen relationships through platform services, support self-service and transactions, and deliver exceptional client care.

This role requires proactive outreach, consistent follow-up, and the ability to work weekends or extended hours, with flexibility based on location.

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, handle ambiguity and adapt to changing circumstances.

Responsibilities

• Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their life priorities.
• Assists, educates, and trains clients on conducting simple transactions through self-service technologies.
• Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy.
• Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts and Digital Assisted Shopping.
• Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements.

Skills

Sales experience

Customer service

Communication

Time management

Bilingual English/Spanish

Education

High School Diploma

Tools

Microsoft Office

Job description

Bank of America is seeking a service-focused professional to be the first point of contact for financial center clients, uncover their personal banking needs, and connect them to specialists. You will deepen relationships through platform services, support self-service and transactions, and deliver exceptional client care.

This role requires proactive outreach, consistent follow-up, and the ability to work weekends or extended hours, with flexibility based on location.