Client Experience Banking Advisor

Bank of America; Michigan; On-site; USD 34,000 - 37,000; Full time

Job summary

Bank of America in the United States seeks a sales-focused Client Service Specialist to engage clients in the lobby, educate them on self-service options, and process transactions efficiently.

You'll build relationships to understand financial goals, connect clients to appropriate solutions, and work with a team to deliver excellent service in a compliant environment.

This role offers in-office collaboration, flexible benefits, and opportunities to grow within Bank of America.

Qualifications

• Demonstrates adaptability and a strong work ethic.
• Delivers excellent customer service and relationship building.
• Communicates clearly and confidently with clients.
• Learns new information and technology platforms.
• Identifies solutions for client needs.

Responsibilities

• Engages clients at the lobby to educate and assist with self-service transactions.
• Accurately and efficiently process cash transactions.
• Develop deep conversations to understand financial goals and connect to solutions.
• Maintain compliance with laws and bank policies.
• Manage center traffic, appointments, and outbound calls.
• Drive the client experience and cross-sell where appropriate.

Skills

Adaptability

Customer Focus

Oral Communications

Problem Solving

Client Management

Relationship Building

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in the United States seeks a sales-focused Client Service Specialist to engage clients in the lobby, educate them on self-service options, and process transactions efficiently.

You'll build relationships to understand financial goals, connect clients to appropriate solutions, and work with a team to deliver excellent service in a compliant environment.

This role offers in-office collaboration, flexible benefits, and opportunities to grow within Bank of America.