Client Banking & Solutions Advisor

National Black MBA Association; San Gabriel (CA); On-site; USD 34,000 - 37,000; Full time

Job summary

Bank of America in the United States is seeking a customer service-focused teammate to engage clients in the lobby and assist with self-service transactions, including mobile, online banking, and ATMs. You will process cash transactions accurately and discuss financial goals with clients to connect them to suitable solutions.

You will build relationships, follow bank processes, work weekends as needed, and strive for exceptional client experiences while complying with laws and regulations.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates to build relationships and get things done.
• Passion and drive to improve clients' financial lives.
• Identifies solutions for client needs and educates on self-service tools.
• Strong communication and ability to adapt to new information and platforms.
• Experience with self-service banking (ATM, online, mobile).
• Adheres to laws and internal processes; time management and efficiency.

Responsibilities

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

Skills

Customer Focus

Relationship Building

Sales Experience

Communication

Cash Handling

Education

High School Diploma

Bachelor's Degree

Job description

Bank of America in the United States is seeking a customer service-focused teammate to engage clients in the lobby and assist with self-service transactions, including mobile, online banking, and ATMs. You will process cash transactions accurately and discuss financial goals with clients to connect them to suitable solutions.

You will build relationships, follow bank processes, work weekends as needed, and strive for exceptional client experiences while complying with laws and regulations.