Client Banking & Solutions Advisor

Bank of America; Horsham Township (PA); On-site; USD 35,000 - 52,000; Full time

Job summary

Bank of America is seeking a customer service professional to engage clients in the lobby, educate on self-service banking, and help with transactions. You will process cash, answer questions, and connect clients to solutions that meet their financial goals.

The role requires excellent relationship-building, a strong work ethic, and the ability to work weekends or extended hours as needed. You will collaborate with teammates to deliver outstanding client experiences.

Qualifications

• Enthusiastic, highly motivated self-starter with strong work ethic and results focus.
• Capable of building relationships and delivering client-focused solutions.
• Willing to learn and adapt to new information and technology platforms.
• Ability to explain self-service banking options (ATM, online/mobile) to clients.
• Complies with laws and bank policies while delivering right for clients.
• Weekend/extended hours availability within reasonable distance.

Responsibilities

• Engages clients in the lobby to educate and assist with self-service transactions.
• Processes cash transactions accurately and efficiently.
• Builds relationships to meet financial needs.
• Drives the client experience and manages cash responsibilities.

Skills

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

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a customer service professional to engage clients in the lobby, educate on self-service banking, and help with transactions. You will process cash, answer questions, and connect clients to solutions that meet their financial goals.

The role requires excellent relationship-building, a strong work ethic, and the ability to work weekends or extended hours as needed. You will collaborate with teammates to deliver outstanding client experiences.