Client Banking Advisor: Build Relationships & Solutions

Bank of America; Westminster (MD); On-site; USD 32,000 - 48,000; Full time

Job summary

Bank of America is seeking a Client Associate to engage clients in the lobby, educate on self-service banking, and assist with transactions. You will process cash transactions accurately and build relationships to meet financial goals.

The role requires weekend/extended hours availability, strong communication, and a focus on delivering exceptional client experiences while adhering to regulations and bank policies.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus
• Collaborates to build relationships and deliver client value
• Delivers an experience that improves clients' financial lives
• Educates clients on self-service banking tools
• Learns and adapts to new information and technology
• Able to work weekends/extended hours as needed

Responsibilities

• Executes the bank's risk culture and aims for operational excellence
• Builds relationships with clients to meet financial needs
• Follows processes and guidelines in daily activities to comply with laws and regulations
• Grows knowledge by partnering with experts in small business, lending, and investments
• Manages center traffic, appointments, and outbound calls
• Drives the client experience
• Manages cash responsibilities

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Client Management

Client Solutions

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

Bachelor's Degree / Associate's Degree in business or finance

Job description

Bank of America is seeking a Client Associate to engage clients in the lobby, educate on self-service banking, and assist with transactions. You will process cash transactions accurately and build relationships to meet financial goals.

The role requires weekend/extended hours availability, strong communication, and a focus on delivering exceptional client experiences while adhering to regulations and bank policies.