Client Experience Banking Advisor

Bank of America; Lexington (VA); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America in the United States is seeking a client-focused associate to educate and assist customers with self-service transactions via mobile, online banking, or ATM. You will accurately process cash and engage clients to understand financial needs.

The role emphasizes relationship building, adherence to laws, and delivering a superior client experience, with opportunities to grow through collaboration with banking experts.

Qualifications

• Enthusiastic, self-motivated with a strong work ethic and results focus.
• Collaborates effectively to build relationships and get things done.
• Passion and drive to deliver an experience that improves clients' financial lives.
• Able to identify solutions for new and existing clients based on their needs.
• Confident in explaining banking concepts and self-service options to clients.
• Learns and adapts to new information and technology platforms.
• Follows established processes to act in clients' and bank's best interest.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes and guidelines, complying with laws and regulations.
• Grows business knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls.
• Drives the client experience and relationships.
• 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

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 is seeking a client-focused associate to educate and assist customers with self-service transactions via mobile, online banking, or ATM. You will accurately process cash and engage clients to understand financial needs.

The role emphasizes relationship building, adherence to laws, and delivering a superior client experience, with opportunities to grow through collaboration with banking experts.