Client Banking Advisor | Growth & Solutions

National Black MBA Association; Upper Darby (Delaware County); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America is seeking an entry-level lobby support associate to educate clients on self-service options and efficiently process cash transactions. You will build relationships, understand financial goals, and connect clients to suitable solutions.

The role emphasizes strong communication, adherence to laws, and a focus on excellent client experiences, with weekend and extended hours as needed.

Qualifications

• Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
• Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance

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 to act in the best interest of clients and the bank, adhering to 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 Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED

Bachelor's Degree or related Associate's Degree (business management, finance)

Job description

Bank of America is seeking an entry-level lobby support associate to educate clients on self-service options and efficiently process cash transactions. You will build relationships, understand financial goals, and connect clients to suitable solutions.

The role emphasizes strong communication, adherence to laws, and a focus on excellent client experiences, with weekend and extended hours as needed.