Client Experience Banking Advisor

Bank of America; Avon (IN); On-site; USD 30,000 - 42,000; Full time

Job summary

Bank of America in the United States is seeking a Client Service Associate to engage clients in the lobby, educate on self-service options, and accurately process cash transactions using ATMs and digital channels.

You will grow product knowledge, connect clients to lending, investments, and small business solutions, and uphold risk controls and regulatory requirements while delivering a positive client experience.

Qualifications

• Enthusiastic self-starter with a strong work ethic and client focus.
• Ability to identify solutions for client needs.
• Willing to work weekends or extended hours as needed.
• Able to learn and adapt to new information and technology platforms.

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 do what is right for clients and the bank, adhering to laws and regulations.
• Grows knowledge by partnering with experts in lending, investments and small business.
• Manages center traffic, appointments, and outbound calls effectively.
• Drives the client experience and ensures high service quality.
• Manages cash responsibilities and transactions.

Skills

Adaptability

Business Acumen

Customer and Client 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

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

Job description

Bank of America in the United States is seeking a Client Service Associate to engage clients in the lobby, educate on self-service options, and accurately process cash transactions using ATMs and digital channels.

You will grow product knowledge, connect clients to lending, investments, and small business solutions, and uphold risk controls and regulatory requirements while delivering a positive client experience.