Client Banking & Financial Solutions Advisor

Bank Of America; Bellingham (MA); Presencial; USD 34.000 - 37.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Benefits eligible

Descripción de la vacante

Bank of America in the United States seeks a customer-focused associate to engage clients in the lobby, educate them on self-service options, and process cash transactions accurately. You will build relationships, follow risk and regulatory guidelines, and help clients reach their financial goals.

The role requires strong communication, problem solving, and the ability to work weekends or extended hours at a nearby branch.

Formación

• High School Diploma, GED, or equivalent.
• Business-related bachelor's degree or associate degree preferred.
• Experience in financial services is desirable.

Responsabilidades

• Executes risk culture and aims for operational excellence.
• Builds client relationships to meet financial needs.
• Follows processes and regulations to act in clients' and bank's best interests.
• Grows knowledge by partnering with experts in lending and investments.
• Manages center traffic, appointments, and calls.
• Drives client experience and handles cash responsibilities.

Conocimientos

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

Educación

High School Diploma / GED / Equivalent

Bachelor's Degree or related Associate degree

Descripción del empleo

Bank of America in the United States seeks a customer-focused associate to engage clients in the lobby, educate them on self-service options, and process cash transactions accurately. You will build relationships, follow risk and regulatory guidelines, and help clients reach their financial goals.

The role requires strong communication, problem solving, and the ability to work weekends or extended hours at a nearby branch.