Client Banking Advisor

Bank of America; Town of Sun Prairie (WI); Presencial; USD 36.000 - 54.000; Jornada completa

Descripción de la vacante

Bank of America is seeking a client-focused associate to engage lobby clients, educate them on self-service tools (mobile/online banking and ATM), and accurately process cash transactions. You will conduct deep conversations with clients to understand their priorities and connect them to suitable financial solutions.

You will build relationships, follow compliant processes, and work with experts in lending and investments to help clients achieve their financial goals.

Formación

• This role requires enthusiastic, self-motivated collaboration and a strong client service mindset.
• Ability to follow processes, adapt to changes, and adhere to laws and regulations.
• Experience communicating effectively and educating clients on banking services.

Responsabilidades

• 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 interest.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls; drives client experience.
• Manages cash responsibilities.

Conocimientos

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

Educación

High School Diploma / GED / Secondary School or equivalent

Bachelor's Degree or business-relevant Associate’s Degree

Descripción del empleo

Bank of America is seeking a client-focused associate to engage lobby clients, educate them on self-service tools (mobile/online banking and ATM), and accurately process cash transactions. You will conduct deep conversations with clients to understand their priorities and connect them to suitable financial solutions.

You will build relationships, follow compliant processes, and work with experts in lending and investments to help clients achieve their financial goals.