Client Experience Banking Advisor

Bank of America; Emeryville (CA); On-site; USD 34,440 - 36,878; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Job summary

Bank of America in California seeks a client-focused associate to engage clients in the lobby, educate them on self-service banking, and assist with cash transactions. You will train at a center, then potentially move to nearby locations within commuting distance, aligning with business needs.

The role emphasizes building relationships, educating clients on digital banking, managing cash, and delivering a superior client experience while following all laws and regulations.

Qualifications

• High school diploma or GED required; college degree preferred.
• Bachelor's degree or business-related associate degree considered.
• Experience in financial services or sales is desirable.
• Ability to learn new technology platforms and tools.

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 act in clients' and the bank's best interest.
• Grows knowledge by collaborating with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience and manages cash responsibilities.

Skills

Enthusiastic self-starter

Strong work ethic

Results orientation

Client relationship building

Effective communicator

Adaptability

Learn new technology

Sales experience

Education

Bachelor's Degree

Business-related Associate's Degree

High School Diploma

Job description

Bank of America in California seeks a client-focused associate to engage clients in the lobby, educate them on self-service banking, and assist with cash transactions. You will train at a center, then potentially move to nearby locations within commuting distance, aligning with business needs.

The role emphasizes building relationships, educating clients on digital banking, managing cash, and delivering a superior client experience while following all laws and regulations.