Client Banking & Solutions Advisor

Bank of America; Iowa (LA); On-site; USD 38,000 - 54,000; Full time

Job summary

Bank of America: This role engages clients in the lobby, educating and assisting with self-service banking via mobile, online platforms, or ATMs. You will accurately process cash transactions, and build deep conversations to understand financial goals and connect clients with suitable solutions.

You will work to deliver exceptional client experiences, follow procedures, and collaborate with specialists in lending, investments, and small business while supporting our branch network.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic focused on results.
• Collaborates effectively to build relationships and meet client needs.
• Comfortable educating clients on self-service banking options.
• Ability to learn and adapt to new information and technology platforms.
• Willing to work weekends or extended hours as needed.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes and guidelines, adhering to laws and regulations.
• Grows knowledge by partnering with experts in small business, lending and investments.
• Manages center traffic, appointments, and outbound calls.
• Drives the client experience.
• Manages cash responsibilities.

Skills

Customer and Client Focus

Oral Communications

Problem Solving

Relationship Building

Account Management

Client Management

Business Acumen

Adaptability

Education

High School Diploma or equivalent

Bachelor's Degree or related Associate Degree

Job description

Bank of America: This role engages clients in the lobby, educating and assisting with self-service banking via mobile, online platforms, or ATMs. You will accurately process cash transactions, and build deep conversations to understand financial goals and connect clients with suitable solutions.

You will work to deliver exceptional client experiences, follow procedures, and collaborate with specialists in lending, investments, and small business while supporting our branch network.