Client-Centric Banking Advisor

National Black MBA Association; Baltimore (MD); Hybrid; USD 34,000 - 37,000; Full time

Job summary

Bank of America in Baltimore seeks a client-focused bank associate to educate clients on self-service options and process transactions accurately. You will engage with customers to understand needs, educate on mobile/online banking, and connect clients to suitable financial solutions.

The role requires strong communication, relationship-building, and adherence to banking policies, with weekend/extended hours as needed at nearby centers.

Qualifications

• High school diploma or GED required
• Bachelor's degree or business-relevant associate’s degree preferred
• Six months of cash handling experience
• Experience in financial services or customer service is a plus

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

Communication

Problem Solving

Relationship Building

Client Focus

Account Management

Pipeline Management

Prospecting

Referral Identification

Education

Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

Job description

Bank of America in Baltimore seeks a client-focused bank associate to educate clients on self-service options and process transactions accurately. You will engage with customers to understand needs, educate on mobile/online banking, and connect clients to suitable financial solutions.

The role requires strong communication, relationship-building, and adherence to banking policies, with weekend/extended hours as needed at nearby centers.