Client Banking Advisor

Bank of America Corporation; Beechview Estates (OH); On-site; USD 36,000 - 54,000; Full time

Job summary

Bank of America Corporation 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 accurately. The role emphasizes building relationships, understanding financial goals, and connecting clients to suitable solutions.

Responsibilities include managing center traffic, maintaining compliance, and collaborating with specialists in lending and investments to grow the client base.

Qualifications

• High School Diploma / GED / Secondary School or equivalent.
• Experience in financial services industry is desirable.
• One year of sales experience in salary plus incentive environment with individual goals is a plus.
• Six months of cash handling experience is preferred.
• 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 to act in the client's and bank's best interests, abiding by 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.
• Drives the client experience.
• Manages cash responsibilities.

Skills

Adaptability

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

Bachelor's Degree or related Associate’s Degree in business/finance

Job description

Bank of America Corporation 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 accurately. The role emphasizes building relationships, understanding financial goals, and connecting clients to suitable solutions.

Responsibilities include managing center traffic, maintaining compliance, and collaborating with specialists in lending and investments to grow the client base.