Client Experience Banking Advisor

Sacbar; Glendale (CA); On-site; USD 71,635,000 - 76,708,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America in the United States seeks a client-facing associate to assist in the lobby, educate customers on self-service banking, and process cash transactions with accuracy. You will build relationships to connect clients with appropriate financial solutions while adhering to policy and regulatory requirements.

The role requires strong communication, a focus on customer outcomes, and the ability to work weekend hours as needed.

Qualifications

• Minimum education as stated in the ad; readiness to work a 40-hour week.
• Ability to learn banking platforms and processes quickly.
• Comfort with cash handling and self-service banking tools.

Responsibilities

• Engages clients in the lobby to educate and assist with self-service transactions.
• Accurately processes cash transactions and supports banking needs.
• Builds relationships to meet client financial goals and supports outbound calls.
• Follows processes, complies with laws, and enhances the client experience.
• Manages center traffic and coordinates with specialists for solutions.

Skills

Adaptability

Business Acumen

Customer 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 the United States seeks a client-facing associate to assist in the lobby, educate customers on self-service banking, and process cash transactions with accuracy. You will build relationships to connect clients with appropriate financial solutions while adhering to policy and regulatory requirements.

The role requires strong communication, a focus on customer outcomes, and the ability to work weekend hours as needed.