Client Experience Banking Advisor

Bank of America; Conshohocken (Montgomery County); On-site; USD 42,000 - 54,000; Full time

Job summary

Bank of America is seeking team members to engage clients in the lobby, educate on self-service options, and process cash transactions accurately. You will build relationships to meet clients' financial needs while ensuring compliance with laws and bank policies.

The role emphasizes exceptional client experience, weekly hours, and a commitment to a collaborative in-office culture with opportunities for growth and development within the bank.

Qualifications

• Proven ability to engage clients and educate on self-service banking options.
• Experience in a salary plus incentive environment with sales goals is preferred.
• Knowledge of financial products and solutions is a plus.

Responsibilities

• Engage clients in the lobby to educate and assist with self-service transactions.
• Process cash transactions accurately and efficiently.
• Build relationships to meet clients' financial needs and goals.
• Follow processes and regulations to protect clients and the bank.
• Manage center traffic, appointments, and outbound calls.

Skills

Adaptability

Customer Focus

Problem Solving

Relationship Building

Sales oriented

Time Management

Communication

Education

High School Diploma / GED or equivalent

Bachelor's or Associate’s Degree in business-related field

Job description

Bank of America is seeking team members to engage clients in the lobby, educate on self-service options, and process cash transactions accurately. You will build relationships to meet clients' financial needs while ensuring compliance with laws and bank policies.

The role emphasizes exceptional client experience, weekly hours, and a commitment to a collaborative in-office culture with opportunities for growth and development within the bank.