Client Experience Banking Advisor

Bank of America; East Norriton Township (Montgomery County); On-site; USD 36,000 - 52,000; Full time

Job summary

Bank of America in the United States is seeking a Client Services role to engage clients in the lobby and educate them on self-service banking options, including ATM, online and mobile banking. You will process cash transactions accurately and build trust through proactive conversations about financial goals.

The position requires strong communication, relationship building, and a readiness to work weekends or extended hours at multiple centers where needed, with a commitment to great client

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results.
• Builds relationships and collaborates to meet client needs.
• Excellent communication and comfortable engaging all clients.
• Able to learn and adapt to new information and technology platforms.
• Willing to work weekends or extended hours at multiple locations.

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 to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business 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

Client Focus

Relationship Building

Communication

Sales minded

Self-service banking

Time Management

Adaptability

Team Collaboration

Education

High School Diploma

Bachelor's or Associate's Degree

Job description

Bank of America in the United States is seeking a Client Services role to engage clients in the lobby and educate them on self-service banking options, including ATM, online and mobile banking. You will process cash transactions accurately and build trust through proactive conversations about financial goals.

The position requires strong communication, relationship building, and a readiness to work weekends or extended hours at multiple centers where needed, with a commitment to great client