Client Banking Advisor — Growth, Solutions & Service

Talentify; Tacoma (WA); On-site; USD 36,000 - 44,000; Full time

Job summary

Bank of America in Tacoma is seeking an energetic Financial Center Associate who serves as the first point of contact for clients, uncovers personal and small business banking needs, and connects clients with the right specialists.

You will assist with self-service transactions, support outbound outreach, and uphold regulatory requirements while delivering exceptional client care. Flexibility to work weekends and extended hours is required; a notary commission is welcomed.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results.
• Collaborates effectively to build and nurture relationships and deliver client value.
• Communicates clearly and confidently with clients in person and by phone.
• Learns and adapts to new information, technology platforms, and changing circumstances.
• Ability to identify solutions for helping new and existing clients.

Responsibilities

• Partners with teams to provide financial center clients with consumer and small business solutions.
• Assists, educates, and trains clients on self-service transactions.
• Leverages resources and processes to optimize client experience and accuracy.
• Adheres to processes and regulatory guidelines for account activity.
• Manages client interactions and follows up to meet client needs and bank requirements.

Skills

Client Focus

Relationship Building

Oral Communications

Problem Solving

Time Management

Notary Commission

Education

High School Diploma or GED

Job description

Bank of America in Tacoma is seeking an energetic Financial Center Associate who serves as the first point of contact for clients, uncovers personal and small business banking needs, and connects clients with the right specialists.

You will assist with self-service transactions, support outbound outreach, and uphold regulatory requirements while delivering exceptional client care. Flexibility to work weekends and extended hours is required; a notary commission is welcomed.