Client Banking & Solutions Advisor

Bank of America; Norwalk (CT); On-site; USD 52,000 - 56,000; Full time

Benefits offered by this job

Benefits eligible

In-office culture

Job summary

Bank of America in Norwalk, CT seeks an in-branch associate focused on assisting clients with transactions via self-service channels and education on digital tools. You will process cash, engage clients in meaningful conversations about financial goals, and connect them to appropriate solutions.

Ideal candidates will be strong communicators, goal-driven, and comfortable traveling to nearby financial centers when needed. This role requires weekend availability and adherence to bank policies.

Qualifications

• Enthusiastic, self-motivated with a strong work ethic and client focus.
• Strong relationship building and collaboration to serve clients.
• Ability to learn new information and technology platforms quickly.
• Comfort with educating clients on self-service banking tools.

Responsibilities

• Executes the bank’s risk culture and drives operational excellence.
• Builds client relationships to meet financial needs.
• Follows processes to act in clients' and bank's best interest under regulations.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls; enhances client experience.
• Handles cash responsibilities and supports clients with transactions.

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

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Norwalk, CT seeks an in-branch associate focused on assisting clients with transactions via self-service channels and education on digital tools. You will process cash, engage clients in meaningful conversations about financial goals, and connect them to appropriate solutions.

Ideal candidates will be strong communicators, goal-driven, and comfortable traveling to nearby financial centers when needed. This role requires weekend availability and adherence to bank policies.