Client Banking Advisor: Build Relationships & Solutions

Bank of America; Venezia; On-site; EUR 34,000 - 43,000; Full time

Job summary

Bank of America is seeking a service‑minded professional to engage clients in the lobby and educate them on self‑service options like mobile banking, online banking, and ATMs. You will accurately process cash transactions and build relationships to meet financial goals.

Responsibilities include managing center flow, scheduling, and outbound calls while ensuring compliance with laws and delivering a superior client experience.

Qualifications

• Experience in financial services industry or sales environment is beneficial.
• Sales experience with individual goals is desired.
• Cash handling experience preferred.
• Formal education as listed above is required or preferred.

Responsibilities

• Engages clients in the lobby to educate and assist with self‑service transactions.
• Accurately and efficiently processes cash transactions for clients.
• Develops relationships and connects clients to solutions that meet financial goals.
• Drives the client experience and ensures adherence to laws and regulations.
• Manages center traffic, appointments, and outbound calls to service clients.

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 / Secondary School or equivalent

Bachelor’s Degree or business‑relevant Associate’s Degree such as business management, business administration or finance

Job description

Bank of America is seeking a service‑minded professional to engage clients in the lobby and educate them on self‑service options like mobile banking, online banking, and ATMs. You will accurately process cash transactions and build relationships to meet financial goals.

Responsibilities include managing center flow, scheduling, and outbound calls while ensuring compliance with laws and delivering a superior client experience.