Client Banking Advisor

Bank of America; Bear (DE); On-site; USD 42,000 - 52,000; Full time

Job summary

Bank of America is seeking a front-line team member to engage clients in the lobby, educate them on self-service banking, and accurately process cash transactions. You will build relationships, understand clients' financial goals, and connect them to suitable solutions while maintaining risk controls. Weekend coverage may be required.

The role focuses on delivering excellent client experiences, collaborating with experts, and contributing to a culture of care in an in-office setting.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates effectively to build relationships.
• Passion and drive to improve clients' financial lives.
• Confident in identifying solutions for clients based on needs.
• Excellent communication and confident engagement with all clients.
• Ability to learn and adapt to new information and technology platforms.
• Educates clients on self-service banking (ATM, online, mobile).
• Strong critical thinking and problem-solving skills.
• Adheres to bank processes, laws and regulations.
• Efficient time and capacity management.
• Willing to work weekends/extended hours at multiple centers.

Responsibilities

• Engages clients in lobby to educate and assist with self-service transactions.
• Accurately and efficiently process cash transactions as needed.
• Develops deep conversations to understand financial goals and life priorities.
• Connects clients to banking solutions to meet goals.
• Builds relationships to meet financial needs and grow client base.
• Maintains awareness of risk culture and operational excellence.
• Manages center traffic, appointments, and outbound calls.

Skills

Adaptability

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Client Management

Client Solutions Advisory

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a front-line team member to engage clients in the lobby, educate them on self-service banking, and accurately process cash transactions. You will build relationships, understand clients' financial goals, and connect them to suitable solutions while maintaining risk controls. Weekend coverage may be required.

The role focuses on delivering excellent client experiences, collaborating with experts, and contributing to a culture of care in an in-office setting.