Client Banking & Solutions Advisor

Bank of America; Austin (TX); On-site; USD 25,000 - 36,000; Full time

Job summary

Bank of America is hiring for an in-branch role focused on engaging clients, guiding them through banking transactions via self-service channels, and delivering a high-quality customer experience. The position requires cash handling, sales experience, and strong communication skills to identify solutions for clients.

The role emphasizes a client-centric approach, adherence to regulatory requirements, and flexibility to work weekends or extended hours as needed.

Qualifications

• Experience in financial services and knowledge of financial services industry, products and solutions.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor’s degree or business-related qualification as described above.

Responsibilities

• Engage clients in the lobby to educate and assist with self-service transactions.
• Accurately and efficiently process cash transactions for clients.
• Develop deep conversations to understand financial goals and connect clients to solutions.
• Follow processes and guidelines to ensure compliance with laws and bank policies.
• Support client experience and drive service quality at the financial center.

Skills

Bilingual Spanish

Sales experience

Customer focus

Communication skills

Problem solving

Education

Bachelor’s degree or business-related associate degree

Job description

Bank of America is hiring for an in-branch role focused on engaging clients, guiding them through banking transactions via self-service channels, and delivering a high-quality customer experience. The position requires cash handling, sales experience, and strong communication skills to identify solutions for clients.

The role emphasizes a client-centric approach, adherence to regulatory requirements, and flexibility to work weekends or extended hours as needed.