Client Banking Solutions Advisor

Bank of America; Bend (OR); On-site; USD 35,000 - 55,000; Full time

Job summary

Bank of America in Bend, Oregon is seeking a dedicated banking professional to enhance client engagement and facilitate smooth transactions through self-service technologies. You will be expected to build strong relationships while ensuring compliance with all relevant regulations and processes.

The ideal candidate has a Bachelor's degree and relevant experience in financial services, including cash handling and sales experience. Bank of America offers a dynamic work environment with opportunities for growth.

Qualifications

• Enthusiastic, highly motivated self-starter with strong work ethic.
• Confident in identifying solutions for new and existing clients.
• Ability to learn and adapt to new information and technology.

Responsibilities

• Engage clients in the lobby and assist with transactions.
• Build relationships with clients to meet their financial needs.
• Manage financial center traffic and appointments effectively.

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

Bachelor's Degree or business-relevant Associate’s Degree

Job description

Bank of America in Bend, Oregon is seeking a dedicated banking professional to enhance client engagement and facilitate smooth transactions through self-service technologies. You will be expected to build strong relationships while ensuring compliance with all relevant regulations and processes.

The ideal candidate has a Bachelor's degree and relevant experience in financial services, including cash handling and sales experience. Bank of America offers a dynamic work environment with opportunities for growth.