Client Experience & Banking Advisor

94-1687665 Bank of America, National Association; East Windsor (CT); On-site; USD 32,000 - 52,000; Full time

Job summary

Bank of America Corporation is seeking a customer-focused representative to engage clients in the lobby and educate them on self-service banking options such as mobile, online, and ATM transactions.

You will build relationships, assess client needs, and guide customers to appropriate services while maintaining accurate cash handling and daily operations. Weekend or extended hours may be required to support branch activity.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Ability to collaborate and build relationships with clients and teammates.
• Passion and drive to deliver an experience that improves clients' financial lives.
• Confident in identifying solutions for client needs.
• Effective and confident communication with clients.
• Ability to learn and adapt to new information and technology platforms.
• Comfort educating clients on self-service banking options.
• Strong problem-solving and critical-thinking skills.
• Adheres to processes, laws and bank guidelines daily.
• Efficient time and capacity management; focus on results.
• Willingness to work weekends or extended hours at various centers.

Responsibilities

• Engages clients in the lobby to educate and assist with self-service resources.
• Opens opportunities through self-service channels like mobile, online, or ATM.
• Supports risk culture and operational excellence in daily tasks.
• Builds client relationships to meet financial needs.
• Directs clients to the appropriate banking services and partners.
• Manages center traffic, appointments, and outbound calls as needed.
• Delivers a high-quality client experience.
• Manages cash responsibilities per policy.

Skills

Strong work ethic

Relationship building

Client-focused

Effective communication

Adaptability to technology

Self-motivation

Job description

Bank of America Corporation is seeking a customer-focused representative to engage clients in the lobby and educate them on self-service banking options such as mobile, online, and ATM transactions.

You will build relationships, assess client needs, and guide customers to appropriate services while maintaining accurate cash handling and daily operations. Weekend or extended hours may be required to support branch activity.