Client-Centric Banking Advisor

Bank of America; Riverton (NJ); On-site; USD 42,000 - 54,000; Full time

Job summary

Bank of America is seeking a client advisor to serve as the first point of contact for financial center clients, uncover personal banking needs and connect clients with the right specialists. You will support self-service transactions and deepen relationships through proactive outreach.

In this role, you will collaborate with teams to deliver consumer and small business solutions, adhere to regulatory requirements, and strive for exceptional client care in a high-volume environment.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
• Confident in identifying solutions for helping new and existing clients based on their needs.
• Strong written and verbal communications skills.
• Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone).
• Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances.
• Applies strong critical thinking and problem-solving skills to meet clients’ needs.

Responsibilities

• Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities.
• Assists, educates, and trains clients on conducting simple transactions through self-service technologies.
• Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy.
• Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping.
• Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements.

Skills

Active Listening

Relationship Building

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Referral Identification

Education

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

Tools

Microsoft Office

Laptop/IT literacy

Job description

Bank of America is seeking a client advisor to serve as the first point of contact for financial center clients, uncover personal banking needs and connect clients with the right specialists. You will support self-service transactions and deepen relationships through proactive outreach.

In this role, you will collaborate with teams to deliver consumer and small business solutions, adhere to regulatory requirements, and strive for exceptional client care in a high-volume environment.