Client Banking Advisor

Bank of America; United States; On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America is seeking an engaging colleague to educate clients in the lobby and assist with transactions through self-service channels such as mobile, online banking, or ATM. You will process cash transactions and engage in deep conversations to understand clients' financial goals and connect them with suitable solutions.

Requirements include a strong work ethic, relationship-building skills, and the ability to learn new platforms. Flexibility for weekends or extended hours may be needed.

Qualifications

• Self-starter with a strong work ethic and results focus.
• Builds strong client relationships and communicates clearly.
• Learns and adapts to new information and technology platforms.
• Able to educate clients on self-service banking tools.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes to do what is right for clients and the bank, within laws and regulations
• 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

Customer Focus

Problem Solving

Relationship Building

Account Management

Prospecting

Pipeline Management

Referral Identification

Referral Management

Client Solutions Advisory

Education

Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance

Job description

Bank of America is seeking an engaging colleague to educate clients in the lobby and assist with transactions through self-service channels such as mobile, online banking, or ATM. You will process cash transactions and engage in deep conversations to understand clients' financial goals and connect them with suitable solutions.

Requirements include a strong work ethic, relationship-building skills, and the ability to learn new platforms. Flexibility for weekends or extended hours may be needed.