Client Banking Advisor

Bank of America; Pikesville (MD); On-site; USD 71,635,000 - 76,719,000; Full time

Benefits offered by this job

Benefits Eligible

Job summary

Bank of America in Maryland seeks a Frontline Client Associate to educate clients in the lobby and assist with transactions via self-service channels. You will process cash transactions accurately, engage clients in meaningful conversations about financial goals, and connect them to suitable solutions.

The role emphasizes risk culture adherence, relationship building, and collaboration with specialists in lending and investments.

Qualifications

• Experience in financial services and knowledge of financial products is preferred.
• One year of sales experience in a salary plus incentive environment with goals.
• Six months of cash handling experience is desirable.
• Minimum education: high school diploma or equivalent.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes to do what is right for clients and the bank, compliant with laws.
• Grows knowledge by partnering with experts in lending and investments.
• Manages center traffic, appointments, and outbound calls effectively.
• Drives the client experience and handles cash responsibilities.

Skills

Adaptability

Customer Focus

Problem Solving

Relationship Building

Oral Communication

Account Management

Client Solutions

Pipeline Management

Prospecting

Referral Identification

Education

High School Diploma / GED

Bachelor's Degree

Associate’s Degree

Job description

Bank of America in Maryland seeks a Frontline Client Associate to educate clients in the lobby and assist with transactions via self-service channels. You will process cash transactions accurately, engage clients in meaningful conversations about financial goals, and connect them to suitable solutions.

The role emphasizes risk culture adherence, relationship building, and collaboration with specialists in lending and investments.