Client Banking & Solutions Advisor

Bank of America; Roswell (GA); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America is seeking a client-focused teammate in Georgia to engage clients in the lobby and guide them through self-service options such as mobile, online banking, and ATMs. You will accurately process cash transactions and discuss financial priorities to connect clients with suitable solutions.

Key qualifications include strong communication, relationship-building, and adaptability. The role requires availability on weekends and potential shifts across multiple centers to serve customers

Qualifications

• Experience in customer-facing financial services or retail helpful.
• Ability to learn and adapt to banking tech and self-service channels.
• Strong communication and relationship-building skills.

Responsibilities

• Engages clients in the lobby to educate and assist with self-service resources.
• Safely processes cash transactions for clients as needed.
• Converts conversations into financial solutions aligned with client goals.
• Builds relationships to meet clients' financial needs across services.
• Follows processes and regulatory guidelines in daily activities.
• Grows knowledge by partnering with banking experts in Small Business, lending, and investments
• Manages front-desk flow, appointments and outbound calls to clients

Skills

Customer focus

Relationship building

Communication skills

Problem solving

Sales experience

Attention to detail

Cash handling

Self-service guidance

Time management

Team collaboration

Adaptability

Customer onboarding

Education

High School Diploma / GED

Job description

Bank of America is seeking a client-focused teammate in Georgia to engage clients in the lobby and guide them through self-service options such as mobile, online banking, and ATMs. You will accurately process cash transactions and discuss financial priorities to connect clients with suitable solutions.

Key qualifications include strong communication, relationship-building, and adaptability. The role requires availability on weekends and potential shifts across multiple centers to serve customers