Client Banking Advisor - Relationship & Solutions

National Black MBA Association; Charlotte, Northern (NC, KY); Hybrid; USD 35,000 - 45,000; Full time

Job summary

Bank of America is seeking a dedicated client service professional to greet clients in the lobby, educate on self-service options, and process transactions accurately. The role emphasizes building relationships to meet client financial needs and guiding them to digital tools for everyday banking.

Responsibilities include handling cash, following compliant processes, and collaborating with specialists to offer appropriate solutions. Flexibility for extended hours and weekends is required.

Qualifications

• High School Diploma or GED required.
• 1 year of salary plus incentive sales experience.
• Six months of cash handling experience.
• Bachelor's Degree or related Associate's Degree preferred.

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 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

Bachelor's or Associate Degree

Job description

Bank of America is seeking a dedicated client service professional to greet clients in the lobby, educate on self-service options, and process transactions accurately. The role emphasizes building relationships to meet client financial needs and guiding them to digital tools for everyday banking.

Responsibilities include handling cash, following compliant processes, and collaborating with specialists to offer appropriate solutions. Flexibility for extended hours and weekends is required.