Client Experience Banking Advisor

NBMBAA; Minneapolis (MN); Hybrid; USD 34,000 - 37,000; Full time

Benefits offered by this job

Benefits

Job summary

Bank of America in Minnesota is seeking a frontline teammate to engage clients in the lobby, educate them on self-service resources (mobile, online banking, ATM), and accurately process cash transactions. You will build rapport to understand clients' financial goals and connect them to suitable solutions.

This role requires strong customer service, a willingness to work weekends, and the ability to learn new technology platforms.

Qualifications

• High school diploma or GED required; college degree preferred.
• Strong customer service and cash handling experience preferred.
• Ability to learn and adapt to new technology platforms.
• Willingness to work weekends and extended hours.

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

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

Bachelor's Degree

Associate’s Degree in business/finance

Job description

Bank of America in Minnesota is seeking a frontline teammate to engage clients in the lobby, educate them on self-service resources (mobile, online banking, ATM), and accurately process cash transactions. You will build rapport to understand clients' financial goals and connect them to suitable solutions.

This role requires strong customer service, a willingness to work weekends, and the ability to learn new technology platforms.