Client Banking & Solutions Advisor

Bank of America; United States; On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Benefits eligible

Pay Transparency

Job summary

Bank of America is seeking a lobby service professional to engage clients in the branch, educate and assist with transactions via self-service channels such as mobile banking, online banking, or ATM. The role emphasizes accurate cash handling and building relationships to understand clients' financial goals.

The position requires a proactive, client-focused mindset, strong communication, and the ability to work weekends or extended hours at a center within a reasonable distance.

Qualifications

• High School Diploma / GED / Secondary School or equivalent.
• Bachelor's Degree or business-relevant Associate’s Degree such as 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 in daily activities to do what is right for clients and the bank, adhering to all applicable 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 effectively.
• 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 Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma

Bachelor's Degree

Job description

Bank of America is seeking a lobby service professional to engage clients in the branch, educate and assist with transactions via self-service channels such as mobile banking, online banking, or ATM. The role emphasizes accurate cash handling and building relationships to understand clients' financial goals.

The position requires a proactive, client-focused mindset, strong communication, and the ability to work weekends or extended hours at a center within a reasonable distance.