Client Relationship Banker & Financial Solutions Advisor

Bank of America; Montvalent; Sur place; EUR 27 000 - 33 000; Plein temps

Résumé du poste

Bank of America is seeking an energetic Client Service Associate in Montvalent to engage clients in the lobby and educate them on self-service options like mobile and online banking. You will accurately process cash transactions and cultivate client relationships to meet financial goals.

The role requires clear communication, risk awareness, and a customer-first mindset, with collaboration across specialists in lending, investments, and small business to grow the client experience.

Qualifications

• Enthusiastic and motivated with a strong work ethic and client focus.
• Collaborates effectively to serve clients and build relationships.
• Communicates clearly and confidently with clients of all backgrounds.
• Learns and adapts to new information and technology platforms.
• Educates clients on using self-service banking options.

Responsabilités

• Engages clients in the lobby to educate and assist with self-service resources.
• Processes cash transactions accurately and efficiently.
• Maintains knowledge of financial products and connects clients to solutions.
• Builds relationships and supports clients to meet financial goals.
• Ensures compliance with laws, regulations, and risk controls.

Connaissances

Enthusiastic

Team player

Results driven

Client focused

Effective communication

Tech savvy

Self-service education

Problem solving

Description du poste

Bank of America is seeking an energetic Client Service Associate in Montvalent to engage clients in the lobby and educate them on self-service options like mobile and online banking. You will accurately process cash transactions and cultivate client relationships to meet financial goals.

The role requires clear communication, risk awareness, and a customer-first mindset, with collaboration across specialists in lending, investments, and small business to grow the client experience.