Client Banking Advisor & Solutions Specialist

Bank of America; North Royalton (OH); On-site; USD 21,000 - 26,000; Full time

Job summary

Bank of America is seeking a customer-focused associate to engage clients in the lobby and educate them on self-service options such as mobile and online banking. The role involves accurately processing cash transactions and building relationships to meet financial goals.

You will participate in a collaborative team, follow strict processes, and stay compliant with regulations while delivering a superior client experience.

Qualifications

• Must be enthusiastic, self-motivated and results-driven.
• Strong communication and relationship-building skills.
• Willingness to learn and adapt to new banking technology.
• Able to educate customers on self-service options (ATM, online/mobile).
• Demonstrates ability to manage time and handle multiple tasks.
• Weekend and extended hours availability may be required.

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 by partnering with experts in small business, lending and investments.
• Manages financial center traffic, appointments and outreach calls.
• Drives the client experience and satisfaction.
• Manages cash responsibilities.

Skills

Customer focus

Communication

Problem solving

Time management

Sales mindset

Teamwork

Adaptability

Learning agility

Cash handling

Weekend availability

Education

High School Diploma

Bachelor's Degree

Associate’s Degree

Job description

Bank of America is seeking a customer-focused associate to engage clients in the lobby and educate them on self-service options such as mobile and online banking. The role involves accurately processing cash transactions and building relationships to meet financial goals.

You will participate in a collaborative team, follow strict processes, and stay compliant with regulations while delivering a superior client experience.