Client Banking & Solutions Advisor

Bank of America; Dedham (MA); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America in Dedham, MA is hiring a customer-focused service role to engage clients in-branch, educate on self-service options, and accurately process cash transactions. You will build relationships, cross-sell solutions, and support operational excellence while adhering to policies.

The role requires strong communications, reliability, and the ability to work weekends or extended hours at various MA centers. Competitive benefits apply.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates effectively to build relationships and meet client needs.
• Passion and drive to deliver an enhanced client financial experience.
• Confident in identifying solutions for new and existing clients.
• Effective communicator comfortable engaging diverse clients.
• Ability to learn and adapt to new information and platforms.

Responsibilities

• Executes risk culture and aims for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes to act in clients' and bank's best interests and comply with laws.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls.
• Drives the client experience and services in-branch cash transactions.

Skills

Adaptability

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relation Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Dedham, MA is hiring a customer-focused service role to engage clients in-branch, educate on self-service options, and accurately process cash transactions. You will build relationships, cross-sell solutions, and support operational excellence while adhering to policies.

The role requires strong communications, reliability, and the ability to work weekends or extended hours at various MA centers. Competitive benefits apply.