Client-Centric Banking Advisor

Sacbar; Milpitas, Northern (CA, KY); Hybrid; USD 34,000 - 38,000; Full time

Benefits offered by this job

Benefits package

Job summary

Bank of America in Milpitas is seeking a front-line client advisor to engage customers in the lobby and guide them through self-service banking options. You will accurately process cash transactions and deepen conversations to uncover financial priorities, then connect clients to suitable solutions.

The role emphasizes relationship building, client experience, and adherence to laws while supporting business goals and delivering exceptional service.

Qualifications

• Minimum education as stated: High School Diploma or equivalent.
• Experience in financial services and knowledge of industry preferred.
• Sales experience in a salary plus incentive environment is a plus.

Responsibilities

• Engage clients in the lobby and educate on self-service options (mobile/online banking, ATM).
• Process cash transactions accurately and efficiently.
• Develop in-depth conversations to understand financial goals and connect clients to solutions.
• Build relationships and drive the client experience while meeting regulatory guidelines.

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 / GED / Secondary School or equivalent

Job description

Bank of America in Milpitas is seeking a front-line client advisor to engage customers in the lobby and guide them through self-service banking options. You will accurately process cash transactions and deepen conversations to uncover financial priorities, then connect clients to suitable solutions.

The role emphasizes relationship building, client experience, and adherence to laws while supporting business goals and delivering exceptional service.