Client Banking Advisor

Bank of America

Saint Paul (MN)

On-site

USD 34,000 - 36,000

Full time

12 days ago
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Job summary

Bank of America is seeking front-line banking professionals to engage clients in-branch, educate on self-service options, and process transactions accurately. You will build client relationships, understand financial needs, and connect customers to appropriate solutions while adhering to policies and regulatory requirements.

This role requires strong communication, a proactive service mindset, and the ability to work weekends or extended hours at multiple MN centers.

Qualifications

  • Strong customer service and communication skills.
  • Ability to learn and adapt to new information and technology.
  • Comfortable engaging clients and educating on self‑service banking.

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 business knowledge by partnering with experts in small business, lending, and investments
  • Manages financial center traffic, appointments, and outbound calls effectively
  • Drives the client experience
  • Manages cash responsibilities

Skills

Adaptability
Customer Focus
Problem Solving
Relationship Building
Oral Communications
Cash Handling

Education

High School Diploma
Bachelor’s Degree

Job description

Bank of America is seeking front-line banking professionals to engage clients in-branch, educate on self-service options, and process transactions accurately. You will build client relationships, understand financial needs, and connect customers to appropriate solutions while adhering to policies and regulatory requirements.

This role requires strong communication, a proactive service mindset, and the ability to work weekends or extended hours at multiple MN centers.

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