Client-Centric Banking Advisor

Bank of America; Gaithersburg (MD); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Industry-leading benefits

Pay transparency

Job summary

Bank of America in Gaithersburg, MD seeks a frontline teammate to engage clients in the lobby, educate on self-service options, and process cash transactions accurately. You will build relationships, understand client needs, and guide them to suitable banking solutions.

The role requires a proactive communicator who can adapt to technology platforms, handle cash duties, and work weekends as needed. A high school diploma or higher is required; bonus points for business education.

Qualifications

• Enthusiastic, self-starter with strong work ethic and results focus.
• Collaborates to build relationships and deliver client value.
• Confident in educating clients on self-service banking tools (ATM/online/mobile).
• Learns new information and adapts to technology platforms.
• Follows processes and regulatory guidelines to act in the client’s best interest.

Responsibilities

• Executes risk culture and aims for operational excellence.
• Builds client relationships to meet financial needs.
• Adheres to processes and regulatory requirements in daily activities.
• Expands knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls.
• Drives the client experience and cash handling responsibilities.

Skills

Self-motivated

Relationship building

Communication

Digital banking literacy

Problem solving

Education

Bachelor’s degree or business-related Associate’s degree

High School Diploma / GED

Job description

Bank of America in Gaithersburg, MD seeks a frontline teammate to engage clients in the lobby, educate on self-service options, and process cash transactions accurately. You will build relationships, understand client needs, and guide them to suitable banking solutions.

The role requires a proactive communicator who can adapt to technology platforms, handle cash duties, and work weekends as needed. A high school diploma or higher is required; bonus points for business education.