Client Banking Advisor

Bank of America; Oklahoma; On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America is hiring a frontline staff member to engage clients in the lobby, educate on self-service resources, and accurately process cash transactions. The role emphasizes deep client conversations to understand financial goals and connects clients to suitable solutions.

The position requires shift flexibility, including weekends, in-office at a financial center. The candidate should be energetic, results-driven, and capable of learning new banking platforms while delivering exceptional

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results
• Collaborates effectively to get things done and build relationships
• Passion and drive to deliver an experience that improves clients’ financial lives
• Confident in identifying solutions for new and existing clients based on their needs
• Effective communication and comfort engaging all clients
• Ability to learn and adapt to new information and technology platforms
• Confident educating clients on self-service banking (ATM, online, mobile)
• Strong critical thinking and problem-solving skills
• Follows established processes and laws to act in clients' and bank's best interests
• Time and capacity management
• Willing to work weekends and extended hours across multiple centers

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 do what is right for clients and the bank
• Grows knowledge 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 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 hiring a frontline staff member to engage clients in the lobby, educate on self-service resources, and accurately process cash transactions. The role emphasizes deep client conversations to understand financial goals and connects clients to suitable solutions.

The position requires shift flexibility, including weekends, in-office at a financial center. The candidate should be energetic, results-driven, and capable of learning new banking platforms while delivering exceptional