Client Banking Advisor: Build Relationships & Grow

Bank of America; United States; Vor Ort; USD 38.000 - 56.000; Vollzeit

Zusammenfassung

Bank of America is hiring to engage clients in the lobby, educate and assist with transactions through self-service resources such as mobile banking, online banking, or ATM. You will accurately and efficiently process cash transactions while building deep conversations to understand financial priorities and connect clients to solutions that meet their goals.

The role emphasizes a strong client experience, adherence to laws, teamwork with bank specialists, and flexibility to work weekends or

Qualifikationen

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
• Collaborates effectively to get things done, building and nurturing strong relationships
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
• Is confident in identifying solutions for new and existing clients based on their needs
• Communicates effectively and confidently and is comfortable engaging all clients
• Has the ability to learn and adapt to new information and technology platforms
• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
• Applies strong critical thinking and problem-solving skills to meet clients' needs
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Efficiently manages time and capacity
• Focuses on results while acting in the best interest of the client
• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance
• Experience in financial services and knowledge of financial services industry, products and solutions
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
• Six months of cash handling experience
• Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance

Aufgaben

• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network 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

Kenntnisse

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

Ausbildung

High School Diploma

Bachelor's Degree or equivalent

Jobbeschreibung

Bank of America is hiring to engage clients in the lobby, educate and assist with transactions through self-service resources such as mobile banking, online banking, or ATM. You will accurately and efficiently process cash transactions while building deep conversations to understand financial priorities and connect clients to solutions that meet their goals.

The role emphasizes a strong client experience, adherence to laws, teamwork with bank specialists, and flexibility to work weekends or