Client Solutions Banking Advisor

National Black MBA Association; Wakefield Regional Council; On-site; AUD 58,000 - 90,000; Full time

Job summary

Bank of America is seeking a Client Services Associate to engage clients in the lobby, educate on self-service banking, and process cash transactions accurately and efficiently. You will build relationships, follow procedures, and connect clients to solutions that meet their financial goals while delivering a high-quality client experience across branches and digital channels.

This role requires flexibility for weekend shifts and traveling within a reasonable distance to multiple centers, with a

Qualifications

• Minimum education: High School Diploma or equivalent.
• Experience in financial services or understanding of banking products is a plus.
• Strong communication and interpersonal skills with a customer-centric approach.

Responsibilities

• Engages clients in the lobby to educate and assist with transactions through self-service resources (mobile, online, ATM).
• Accurately and efficiently processes cash transactions for clients as needed.
• Builds relationships to meet clients' financial needs and connects clients to suitable solutions.

Skills

Adaptability

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

Job description

Bank of America is seeking a Client Services Associate to engage clients in the lobby, educate on self-service banking, and process cash transactions accurately and efficiently. You will build relationships, follow procedures, and connect clients to solutions that meet their financial goals while delivering a high-quality client experience across branches and digital channels.

This role requires flexibility for weekend shifts and traveling within a reasonable distance to multiple centers, with a