Client Experience Banking Advisor

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

Job summary

Bank of America in Lilburn, GA seeks a customer-focused professional to engage clients in the lobby, educate them on self-service banking, and process cash transactions accurately. You will build relationships, understand client needs, and connect them to banking solutions while ensuring compliance and a strong client experience.

The role requires strong communication, problem-solving, and the ability to work weekends.

Qualifications

• Must be a current Year Up intern.
• Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates effectively to build relationships.
• Shows passion and drive to improve clients' financial lives.
• Confident in identifying solutions for clients based on their needs.
• Communicates effectively and confidently with clients.
• Learns and adapts to new information and technology platforms.
• Educates clients on self-service banking options.
• Applies strong critical thinking and problem-solving skills.
• Follows established processes and regulations.
• Manages time and capacity efficiently.
• Willing to work weekends or extended hours.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes and guidelines to do what is right for clients and the bank.
• Grows business knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls.
• 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 in business management or finance

Sales experience (1 year)

Job description

Bank of America in Lilburn, GA seeks a customer-focused professional to engage clients in the lobby, educate them on self-service banking, and process cash transactions accurately. You will build relationships, understand client needs, and connect them to banking solutions while ensuring compliance and a strong client experience.

The role requires strong communication, problem-solving, and the ability to work weekends.