Client Experience Banking Advisor

Bank of America; Columbia (MD); On-site; USD 32,000 - 52,000; Full time

Job summary

Bank of America in Columbia, MD is hiring for a role that focuses on engaging clients in the lobby and educating them on self-service options such as mobile, online, and ATM banking.

The position emphasizes accurate cash handling, deep conversations to understand clients' financial goals, and connecting clients with suitable solutions while maintaining compliance with laws and bank policies.

Qualifications

• Enthusiastic, self-starter with strong work ethic and focus on results.
• Collaborates effectively to build relationships.
• Delivers an experience that improves clients' financial lives.
• Confident in identifying solutions for client needs.
• Excellent communication and comfort engaging all clients.
• Able to learn and adapt to new information and platforms.
• Educates clients on self-service banking (ATM, online, mobile).
• Uses critical thinking to meet client needs.
• Follows processes and regulations.
• Manages time and capacity efficiently.
• Willing to work weekends or extended hours across locations.

Responsibilities

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

Skills

Adaptability

Business Acumen

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

Bachelor's Degree or business-relevant Associate’s Degree

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Columbia, MD is hiring for a role that focuses on engaging clients in the lobby and educating them on self-service options such as mobile, online, and ATM banking.

The position emphasizes accurate cash handling, deep conversations to understand clients' financial goals, and connecting clients with suitable solutions while maintaining compliance with laws and bank policies.