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Senior Financial Advisor

1 month ago

Mt Pleasant, South Carolina, United States Bank of America Full time

Job Summary:



We are seeking a highly motivated and experienced Senior Financial Advisor to join our team at Bank of America. As a Senior Financial Advisor, you will be responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists.



Key Responsibilities:




  • Deepening client relationships through platform services
  • Supporting clients with self-service or transactional activities
  • Providing exceptional client care
  • Proactively connecting with clients through outbound calls and conducting consistent follow-up routines


Requirements:




  • Minimum of 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, building and nurturing strong relationships
  • Displays passion, commitment, and drive to deliver an experience that improves our clients' financial lives
  • Strong written and verbal communications skills
  • Ability to learn and adapt to new information, technology platforms, handle ambiguity, and adapt to changing circumstances
  • Applies strong critical thinking and problem-solving skills to meet clients' needs
  • Effective time management skills and the ability to organize, prioritize, and perform multiple tasks simultaneously
  • Commissioned notary or ability to obtain a notary commission in the state of work within a few months of start date
  • Flexibility to work weekends and/or extended hours as needed


Preferred Qualifications:




  • Associates Degree or Bachelor's Degree in business, finance, or a related field
  • Experience working in a financial center where goals were met or exceeded
  • Retail and/or sales experience in a salary plus incentive environment
  • Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded
  • Experience with financial information, spreadsheets, and financial skills
  • Knowledge of banking products and services
  • Strong computer skills, including Microsoft applications, and previous experience utilizing laptop technology


Bank of America is an Equal Opportunity Employer:



Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status, or any factor prohibited by law. We also prohibit discrimination on other bases such as medical condition, marital status, or any other factor that is irrelevant to the performance of our teammates.



Drug-Free Workplace and Alcohol Policy:



Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.