Client-Centric Banking Advisor

Bank of America; Olney (MD); On-site; USD 32,000 - 46,000; Full time

Job summary

Bank of America is seeking a Frontline Financial Center Associate in the United States to engage clients in the lobby, educate on self‑service banking, and process cash transactions with accuracy. You will uncover client needs and connect them to Bank of America's solutions, building trust and lasting relationships.

The role emphasizes relationship building, effective communication, and adherence to laws while delivering a high‑quality client experience in a busy branch environment.

Qualifications

• High school diploma or GED required.
• Experience in financial services or sales preferred.
• Ability to work weekends/extended hours.
• Strong communication and customer-service skills.

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

Customer Focus

Relationship Building

Oral Communications

Problem Solving

Account Management

Client Experience

Client Management

Client Solutions Advisory

Business Acumen

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma or GED

Job description

Bank of America is seeking a Frontline Financial Center Associate in the United States to engage clients in the lobby, educate on self‑service banking, and process cash transactions with accuracy. You will uncover client needs and connect them to Bank of America's solutions, building trust and lasting relationships.

The role emphasizes relationship building, effective communication, and adherence to laws while delivering a high‑quality client experience in a busy branch environment.