Client Experience & Banking Advisor

National Black MBA Association; Marietta (GA); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America is hiring for a client-focused lobby associate to educate customers on self-service options and process cash transactions accurately. The role emphasizes building relationships, identifying client needs, and guiding customers to suitable financial solutions while maintaining compliance and risk controls.

In this position you will engage with a diverse client base, handle daily cash responsibilities, and contribute to an outstanding client experience across hours that may include

Qualifications

• Bachelor’s degree not required; HS diploma or equivalent with customer service experience preferred.
• Experience in financial services is a plus.
• Ability to learn new information and technology platforms.

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 act in the best interest of clients and the bank.
• Grows business knowledge by collaborating with experts in lending and investments.
• Manages center traffic, appointments, and outbound calls.

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Branding

Client Management

Client Solutions

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 hiring for a client-focused lobby associate to educate customers on self-service options and process cash transactions accurately. The role emphasizes building relationships, identifying client needs, and guiding customers to suitable financial solutions while maintaining compliance and risk controls.

In this position you will engage with a diverse client base, handle daily cash responsibilities, and contribute to an outstanding client experience across hours that may include