Client Advisor – Personal & Small Business Banking

Bank of America; Washington (District of Columbia); On-site; USD 33,000 - 43,000; Full time

Job summary

Bank of America in Washington, DC, seeks a client-focused associate ready to become the first point of contact for financial center clients, uncovering personal and small business needs and connecting them with specialists for tailored solutions.

You will deepen relationships through platform services and assist with self-service transactions while upholding exceptional client care and compliance.

Qualifications

• Minimum of one year of sales experience in a relationship-oriented, client-centric environment.
• Excellent written and verbal communication skills.
• Ability to engage clients in-person and by phone and follow up consistently.
• Ability to learn and adapt to new information and technology platforms.
• Ability to comply with regulatory requirements and company processes.

Responsibilities

• Provides the first point of contact for financial center clients and uncovers personal banking needs.
• Offers appropriate solutions and connects clients to specialists.
• Deepens client relationships through platform services and self-service options.
• Assists clients with simple transactions and maintains operational excellence.
• Adheres to processes, opens accounts, maintains accounts, and handles Digital Assisted Shopping.
• Manages client interactions, choosing best actions while complying with regulations.

Skills

Active Listening

Business Acumen

Customer 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

Associate or Bachelor's degree in business, finance, or related field

Job description

Bank of America in Washington, DC, seeks a client-focused associate ready to become the first point of contact for financial center clients, uncovering personal and small business needs and connecting them with specialists for tailored solutions.

You will deepen relationships through platform services and assist with self-service transactions while upholding exceptional client care and compliance.