Client Experience Banking Advisor

ghr; Merrillville (IN); On-site; USD 32,000 - 42,000; Full time

Job summary

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

The role emphasizes relationship-building, regulatory compliance, and growth across small business, lending, and investments while delivering an exceptional client experience.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates effectively to get things done and build relationships.
• Passionate about delivering an experience that improves clients' financial lives.
• Confident in identifying solutions for clients based on their needs.
• Clear communication and comfort engaging all clients.
• Able to learn and adapt to new information and platforms.
• Educates clients on self-service banking options (ATM, online, mobile).
• Applies strong problem-solving to meet clients' needs.
• Follows 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 established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• 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

Relationship Building

Client Management

Prospecting

Education

High School Diploma / GED

Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

Job description

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

The role emphasizes relationship-building, regulatory compliance, and growth across small business, lending, and investments while delivering an exceptional client experience.