Client Experience Advisor – Banking & Solutions

Bank of America; Mill Creek (WA); On-site; USD 38,000 - 49,000; Full time

Job summary

Bank of America is seeking a client-focused associate to engage with customers in the lobby, educate them on self-service options, and help them complete transactions accurately.

You will build relationships, learn clients’ financial goals, and connect them to banking solutions while upholding risk controls and compliance.

This in-office role requires flexibility for weekends or extended hours to deliver a consistently excellent client experience.

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus.
• Collaborates effectively to build relationships and get things done.
• Excellent communication and confidence when engaging all clients.
• Educates clients on self‑service banking (ATM/online/mobile).
• Strong critical thinking and problem‑solving to meet client needs.
• Adheres to bank processes and regulatory requirements in daily activities.
• Willing to work weekends or extended hours as needed to serve clients.

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 to act in clients' and the bank's best interests.
• Grows knowledge by partnering with experts in lending, investments, and small business.
• Manages cash responsibilities and client traffic in the financial center.

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Management

Relationship Building

Client Solutions Advisory

Pipeline Management

Prospecting

Referral Identification

Referral Management

Team Collaboration

Education

High School Diploma/GED

Bachelor's Degree

Associate’s Degree in Business/Finance

Job description

Bank of America is seeking a client-focused associate to engage with customers in the lobby, educate them on self-service options, and help them complete transactions accurately.

You will build relationships, learn clients’ financial goals, and connect them to banking solutions while upholding risk controls and compliance.

This in-office role requires flexibility for weekends or extended hours to deliver a consistently excellent client experience.