Client Experience Banking Advisor

National Black MBA Association; Columbus (OH); On-site; USD 34,000 - 36,000; Full time

Job summary

Bank of America in Columbus, OH seeks a client-focused associate to educate clients and assist with transactions via self-service channels. You will process cash, engage deeply with clients, and connect them to solutions that meet their financial goals.

The role emphasizes risk culture, relationship building, and collaboration with experts across lending, small business, and investments to grow client outcomes and center performance.

Qualifications

• Self-starter with a strong work ethic and results orientation.
• Ability to build and nurture client relationships and collaborate.
• Confident in identifying solutions for new and existing clients.
• Willingness to work weekends or extended hours when needed.

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 in daily activities.
• Grows 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 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 Columbus, OH seeks a client-focused associate to educate clients and assist with transactions via self-service channels. You will process cash, engage deeply with clients, and connect them to solutions that meet their financial goals.

The role emphasizes risk culture, relationship building, and collaboration with experts across lending, small business, and investments to grow client outcomes and center performance.