Client Experience Banking Advisor

Bank of America; Exeter (NH); On-site; USD 32,000 - 45,000; Full time

Job summary

Bank of America seeks a lobby associate to educate clients and handle transactions via self-service channels (ATM, online, mobile). You will process cash accurately and learn clients’ priorities to connect them with appropriate solutions.

The role focuses on relationship building, compliance with policies and laws, and delivering a strong client experience. Flexibility to work weekends or extended hours at a nearby financial center is required.

Qualifications

• Minimum Education: High School Diploma / GED / Secondary School or equivalent.
• Bachelor's Degree or business-related Associate's Degree is desired.

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-related Associate's Degree

Job description

Bank of America seeks a lobby associate to educate clients and handle transactions via self-service channels (ATM, online, mobile). You will process cash accurately and learn clients’ priorities to connect them with appropriate solutions.

The role focuses on relationship building, compliance with policies and laws, and delivering a strong client experience. Flexibility to work weekends or extended hours at a nearby financial center is required.