Client Experience Banking Advisor

Bank of America; Mansfield (TX); On-site; USD 32,000 - 54,000; Full time

Job summary

Bank of America is recruiting for a position based in the United States. The role focuses on engaging clients in the lobby, educating them on self-service banking, and processing cash transactions accurately.

You will build relationships, connect clients to financial solutions, and support a superior client experience. The position emphasizes compliance with laws, operational excellence, and collaboration with specialists in lending, investments, and small business.

Qualifications

• Strong work ethic with results-focused mindset.
• Able to collaborate and build relationships across teams.
• Effective communicator, confident in engaging diverse clients.
• Able to learn new information and technology platforms.
• Able to educate clients on basic self-service banking tools.
• Strong critical thinking and problem-solving skills.
• Adherence to laws and bank policies in daily tasks.
• Willing to work weekends/extended hours and travel as needed.

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 do what is right for clients and the bank, in compliance with laws.
• 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

Job description

Bank of America is recruiting for a position based in the United States. The role focuses on engaging clients in the lobby, educating them on self-service banking, and processing cash transactions accurately.

You will build relationships, connect clients to financial solutions, and support a superior client experience. The position emphasizes compliance with laws, operational excellence, and collaboration with specialists in lending, investments, and small business.