Client-Centric Banking Advisor

National Black MBA Association; East Providence, Northern (RI, KY); Hybrid; USD 34,000 - 37,000; Full time

Job summary

Bank of America in Rhode Island is hiring to educate clients in the lobby and assist with transactions through self-service options like mobile and online banking, or ATM. The role centers on accurately handling cash, building client relationships, and uncovering financial solutions aligned with clients' goals.

The position requires strong communication, adaptability, and a customer-focused mindset, with weekend/evening flexibility and compliance with regulations.

Qualifications

• Experience in financial services and knowledge of financial products is a plus.
• Sales experience in a salary plus incentive environment preferred.
• Cash handling experience a plus.
• Bachelor's or related degree improves candidate competitiveness.

Responsibilities

• Engages clients in the lobby to educate and assist with transactions via self-service resources.
• Processes cash transactions accurately and efficiently as needed.
• Outreaches to clients with deep conversations to align with financial goals.
• Grows knowledge by collaborating with experts in lending, investments, and small business.
• Manages center traffic, appointments, and outbound calls effectively.
• Drives the client experience and ensures compliance with laws and regulations.

Skills

Adaptability

Customer and Client Focus

Oral Communications

Problem Solving

Relationship Building

Client Management

Client Solutions Advisory

Pipeline Management

Prospecting

Referral Identification

Referral Management

Account Management

Business Development

Education

Bachelor's Degree or business-relevant Associate’s Degree

High School Diploma / GED

Job description

Bank of America in Rhode Island is hiring to educate clients in the lobby and assist with transactions through self-service options like mobile and online banking, or ATM. The role centers on accurately handling cash, building client relationships, and uncovering financial solutions aligned with clients' goals.

The position requires strong communication, adaptability, and a customer-focused mindset, with weekend/evening flexibility and compliance with regulations.