Client Banking Advisor: Grow Relationships & Solutions

Bank of America; Jenkintown (PA); On-site; USD 34,000 - 48,000; Full time

Job summary

Bank of America in the United States is seeking a customer-centric associate to engage clients in the lobby, educate them on self-service banking options, and assist with transactions. You will process cash transactions accurately, discuss financial goals, and connect clients to appropriate solutions.

In this role, you will build relationships, follow banking procedures, and collaborate with specialists in lending and investments to expand client value.

Qualifications

• Enthusiastic self-starter with a strong work ethic and results orientation.
• Ability to learn and adapt to new information and technology.
• Ability to educate clients on self-service banking tools.
• Willingness to work weekends or extended hours when needed.

Responsibilities

• 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

Skills

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

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in the United States is seeking a customer-centric associate to engage clients in the lobby, educate them on self-service banking options, and assist with transactions. You will process cash transactions accurately, discuss financial goals, and connect clients to appropriate solutions.

In this role, you will build relationships, follow banking procedures, and collaborate with specialists in lending and investments to expand client value.