Client Experience Banking Advisor

NBMBAA; Bellingham (WA); On-site; USD 34,000 - 37,000; Full time

Job summary

Bank of America in Washington state is seeking a Customer Service Associate to engage clients in the lobby, educate on self-service options, and process cash transactions accurately. You will build relationships and guide clients to solutions that meet their financial goals.

This role requires a proactive, client-focused mindset, ability to work weekends or extended hours, and comfort with learning new digital tools. We offer comprehensive benefits and an in-office culture.

Qualifications

• Enthusiastic self-starter with a strong work ethic and focus on results.
• Able to build and nurture relationships to meet client needs.
• Confident in identifying solutions for new and existing clients.
• Comfortable learning new information and technology platforms.
• Willing to educate clients on self-service banking options.

Responsibilities

• Engages clients in the lobby to educate and assist with self-service banking.
• Processes cash transactions accurately and efficiently.
• Conducts in-depth conversations to understand client priorities and goals.
• Partner with experts to grow knowledge of lending, investments, and services.
• Manages center traffic, appointments, and outbound calls effectively.
• Drives the client experience and ensures compliance with laws and policies.

Skills

Adaptability

Business Acumen

Customer 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 or equivalent

Job description

Bank of America in Washington state is seeking a Customer Service Associate to engage clients in the lobby, educate on self-service options, and process cash transactions accurately. You will build relationships and guide clients to solutions that meet their financial goals.

This role requires a proactive, client-focused mindset, ability to work weekends or extended hours, and comfort with learning new digital tools. We offer comprehensive benefits and an in-office culture.