Client Banking Advisor: Relationships & Solutions

Bank of America; Mount Prospect (IL); On-site; USD 42,000 - 50,000; Full time

Job summary

Bank of America in Illinois is seeking a client-focused ambassador to engage clients in the lobby and educate them on self-service options such as mobile and online banking, or ATM transactions.

You will process cash transactions accurately, have in-depth conversations to understand financial goals, and connect clients to appropriate solutions while upholding compliance and service standards.

Qualifications

• Requires enthusiastic self-starter with strong work ethic and results orientation.
• Collaborates effectively to get things done and builds strong relationships.
• Delivers an experience that improves clients' financial lives and identifies client solutions.

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 do what is right for clients and the bank
• 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

Job description

Bank of America in Illinois is seeking a client-focused ambassador to engage clients in the lobby and educate them on self-service options such as mobile and online banking, or ATM transactions.

You will process cash transactions accurately, have in-depth conversations to understand financial goals, and connect clients to appropriate solutions while upholding compliance and service standards.