Senior Personal Banking & Solutions Advisor

Bank of America; Philadelphia (Philadelphia County); On-site; USD 42,000 - 64,000; Full time

Job summary

Bank of America is seeking a client-focused Banking Professional to uncover individual and small business needs, connect clients to the right specialists, and balance service requests with transactional activities. You will proactively engage clients, follow up consistently, and handle complex engagements while upholding regulatory guidelines.

The role emphasizes introducing and selling banking products, educating clients, and collaborating with teams to deliver tailored financial solutions

Qualifications

• Minimum one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results.
• Collaborates effectively to get things done and build strong relationships.
• Strong written and verbal communications skills.
• Ability to learn and adapt to new information, technology platforms, and changing circumstances.

Responsibilities

• Builds and deepens client relationships by uncovering financial needs and recommending products and solutions.
• Responds to inquiries with customized solutions for clients.
• Introduces and fulfills banking products (checking, savings, credit cards, CDs, IRAs, loans).
• Identifies client needs for licensed sales functions and refers to partners.

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

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 is seeking a client-focused Banking Professional to uncover individual and small business needs, connect clients to the right specialists, and balance service requests with transactional activities. You will proactively engage clients, follow up consistently, and handle complex engagements while upholding regulatory guidelines.

The role emphasizes introducing and selling banking products, educating clients, and collaborating with teams to deliver tailored financial solutions