Client-Centric Banking Advisor | Growth & Impact

Bank of America; Cockeysville (MD); On-site; USD 38,000 - 48,000; Full time

Job summary

Bank of America is hiring for a client-focused role that engages clients in the lobby and educates them on self-service options such as mobile and online banking. The role emphasizes accurate cash transactions, deep conversations to understand financial goals, and connecting clients to suitable solutions.

Responsibilities include building client relationships, following compliant processes, and supporting operational excellence while working with banking experts in lending, investments, and

Qualifications

• Customer-focused role requiring strong communication and service orientation.
• Experience in cash handling and sales in a banking environment.
• Willingness to work weekends and extended hours as needed.
• Bachelor's Degree or business-related associate degree is preferred.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes to do what is right for clients and the bank, complying with laws and regulations.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls.
• Drives the client experience and manages cash responsibilities.

Skills

Adaptability

Customer Focus

Client Relationship Building

Communication

Problem Solving

Time Management

Team Collaboration

Attention to Detail

Sales Skills

Relationship Management

Account Management

Prospecting

Referral Identification

Referral Management

Client Experience Branding

Education

Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is hiring for a client-focused role that engages clients in the lobby and educates them on self-service options such as mobile and online banking. The role emphasizes accurate cash transactions, deep conversations to understand financial goals, and connecting clients to suitable solutions.

Responsibilities include building client relationships, following compliant processes, and supporting operational excellence while working with banking experts in lending, investments, and