Client Banking & Solutions Advisor

Bank of America; Phoenixville (Chester County); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America in the United States is seeking a client-focused team member to engage lobby clients and educate them on self-service banking options. You will efficiently process cash transactions, gain insights into client priorities, and connect clients with suitable financial solutions.

The role emphasizes relationship-building and adherence to bank policies. Ideal candidates are driven, adaptable, and capable of learning new technologies.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Willing to work weekends or extended hours at multiple centers within a reasonable distance.
• Bachelor's Degree or business-related Associate’s Degree (e.g., business management, business administration, or finance).

Responsibilities

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

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in the United States is seeking a client-focused team member to engage lobby clients and educate them on self-service banking options. You will efficiently process cash transactions, gain insights into client priorities, and connect clients with suitable financial solutions.

The role emphasizes relationship-building and adherence to bank policies. Ideal candidates are driven, adaptable, and capable of learning new technologies.