Client Banking Advisor: Elevate Financial Lives

Bank of America; Mechanicsville (VA); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America is seeking a client-focused associate to engage clients in the lobby, educate them on self-service banking, and process cash transactions accurately. You will build relationships, understand client financial needs, and connect them with banking solutions while adhering to policies and regulations.

The role requires strong communication, a proactive attitude, and availability for shifts including weekends. In-office culture emphasizes collaboration and client service excellence.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates effectively to build relationships and drive client outcomes.
• Comfortable educating clients on banking basics and self-service options.

Responsibilities

• Engage clients in lobby to educate and assist with transactions.
• Process cash transactions accurately and efficiently.
• Build relationships to meet clients' financial needs and connect to solutions.

Skills

Adaptability

Business Acumen

Customer 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

Education

High School Diploma / GED

Job description

Bank of America is seeking a client-focused associate to engage clients in the lobby, educate them on self-service banking, and process cash transactions accurately. You will build relationships, understand client financial needs, and connect them with banking solutions while adhering to policies and regulations.

The role requires strong communication, a proactive attitude, and availability for shifts including weekends. In-office culture emphasizes collaboration and client service excellence.