Client Experience Banking Advisor

Bank of America Corporation; East Windsor Township (NJ); On-site; USD 34,000 - 37,000; Full time

Job summary

Bank of America Corporation is seeking a frontline customer service professional to engage clients in the lobby, educate them on self-service banking, and process cash transactions accurately.

You will build relationships, assess client needs, and connect customers to the right financial solutions while complying with bank policies and regulatory requirements. Weekend and extended hours may be required to serve communities. This role offers in-office collaboration and competitive benefits.

Qualifications

• Must have a High School Diploma or GED.
• Bachelor's degree or business-related associate degree preferred.
• Experience in financial services a plus.
• Strong cash handling and sales skills encouraged.

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

Customer and Client Focus

Oral Communications

Problem Solving

Relationship Building

Client Management

Account Management

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED

Bachelor's Degree or business-related Associate’s Degree such as business management, business administration or finance

Job description

Bank of America Corporation is seeking a frontline customer service professional to engage clients in the lobby, educate them on self-service banking, and process cash transactions accurately.

You will build relationships, assess client needs, and connect customers to the right financial solutions while complying with bank policies and regulatory requirements. Weekend and extended hours may be required to serve communities. This role offers in-office collaboration and competitive benefits.