Banking Experience Advisor — Client Relationships

Bank of America; Wexford (Allegheny County); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America in the United States is seeking a client-focused associate to engage clients in the lobby, educate them on self-service options, and process cash transactions. You will conduct in-depth conversations to understand financial goals and connect clients to suitable solutions.

The role emphasizes risk culture, operational excellence, and building long-term relationships with clients while supporting branch operations and cash handling responsibilities.

Qualifications

• Experience in financial services and knowledge of financial services industry.
• 1 year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Grows business knowledge and network by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience.
• Manages cash responsibilities.

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

Bachelor's Degree

Associate's Degree in Business/Finance

High School Diploma or GED

Job description

Bank of America in the United States is seeking a client-focused associate to engage clients in the lobby, educate them on self-service options, and process cash transactions. You will conduct in-depth conversations to understand financial goals and connect clients to suitable solutions.

The role emphasizes risk culture, operational excellence, and building long-term relationships with clients while supporting branch operations and cash handling responsibilities.