Client Experience Banking Advisor

Bank of America; Beaverton (OR); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America in Beaverton, OR is seeking a Customer Service Associate to engage clients in the lobby, educate on self-service banking options, and process transactions accurately while building relationships that meet financial goals.

The role emphasizes adherence to risk culture and compliance, with opportunities to grow knowledge across small business, lending, and investments, including strong customer focus and problem-solving skills.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results.
• Collaborates effectively to build relationships.
• Confident in educating clients on self-service banking technologies.
• Ability to learn and adapt to new information and technology platforms.
• Willing to work weekends or extended hours as needed within a reasonable distance.

Responsibilities

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

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 Beaverton, OR is seeking a Customer Service Associate to engage clients in the lobby, educate on self-service banking options, and process transactions accurately while building relationships that meet financial goals.

The role emphasizes adherence to risk culture and compliance, with opportunities to grow knowledge across small business, lending, and investments, including strong customer focus and problem-solving skills.