Client-Centric Banking Advisor

Bank of America; Duluth (MN); Presencial; USD 45.000 - 65.000; Jornada completa

Descripción de la vacante

Bank of America in the United States seeks a Client Associate to be the first point of contact for financial center clients, uncovering personal banking needs and offering solutions while connecting clients to specialists.

You will deepen relationships, support self-service transactions, and deliver exceptional client care. Expect outbound calls, follow-ups, and strong adherence to regulations.

Formación

• Minimum of one year sales in a client-centric setting.
• Self-starter with strong work ethic and results focus.
• Collaborates well and builds strong client relationships.
• Drives an experience that improves clients' financial lives.
• Confident in identifying client solutions based on needs.
• Strong written and verbal communication skills.
• Communicates effectively in person or by phone.
• Learns quickly and adapts to new tech platforms.
• Uses critical thinking to meet client needs.
• Manages time and multitasks efficiently.
• Eligible to obtain a notary commission within months.
• Willing to work weekends/extended hours.

Responsabilidades

• Partner with teams to provide consumer and small business solutions.
• Educate and train clients on self-service transactions.
• Leverage resources to optimize client experience and accuracy.
• Follow processes and laws in opening accounts and digital tools.
• Manage client interactions and regulatory compliance.

Conocimientos

Active Listening

Business Acumen

Customer and Client 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

Educación

High School Diploma / GED / Secondary School or equivalent

Associate’s or Bachelor’s Degree in business or finance

Descripción del empleo

Bank of America in the United States seeks a Client Associate to be the first point of contact for financial center clients, uncovering personal banking needs and offering solutions while connecting clients to specialists.

You will deepen relationships, support self-service transactions, and deliver exceptional client care. Expect outbound calls, follow-ups, and strong adherence to regulations.