Client Experience Banking Advisor

National Black MBA Association; Easton (MD); On-site; USD 52,000 - 56,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America in Maryland is seeking an explicit Client Services role to assist clients with self-service banking options and in-branch transactions. You will learn products, educate clients, and connect them with tailored solutions to meet financial goals.

The role emphasizes sales within a structured environment, weekend availability, and collaboration with experts across small business, lending, and investments to support customers.

Qualifications

• Strong customer service and sales experience in financial services.
• Ability to learn and adapt to new information and technology platforms.
• Excellent communication and problem-solving skills.
• Comfortable engaging all clients and educating on self-service banking.

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

Adaptability

Business Acumen

Customer and Client 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 Maryland is seeking an explicit Client Services role to assist clients with self-service banking options and in-branch transactions. You will learn products, educate clients, and connect them with tailored solutions to meet financial goals.

The role emphasizes sales within a structured environment, weekend availability, and collaboration with experts across small business, lending, and investments to support customers.