Client Experience Banking Advisor

Bank of America; New Mexico; On-site; USD 22,000 - 30,000; Full time

Job summary

Bank of America is seeking a customer-focused banker to engage clients in the lobby and educate them on self-service banking options. The role emphasizes accurate cash handling, deep client conversations, and connecting clients with financial solutions to meet their goals.

Responsibilities include relationship building, risk-adherence, and collaborating with specialists in lending and investments. The position may require flexible hours and weekend availability.

Qualifications

• Enthusiastic self-starter with strong work ethic focused on client interests
• Collaborates effectively to build and nurture client relationships
• Delivers experiences that improve clients' financial lives
• Identifies solutions for client needs and communicates them confidently
• Learns and adapts to new information and technology platforms
• Educates clients on self-service banking (ATM/online/mobile)
• Applies critical thinking to meet client needs and follow laws
• Manages time and capacity efficiently
• Willing to work weekends or extended hours as required
• Adheres to processes and regulatory guidelines
• Strong client-centric mindset in daily activities

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 by partnering with small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

Skills

Customer service

Relationship building

Sales experience

Communication skills

Time management

Problem solving

Self-service tech

Learning agility

Cash handling

Education

Bachelor's Degree or business-related Associate's Degree

Job description

Bank of America is seeking a customer-focused banker to engage clients in the lobby and educate them on self-service banking options. The role emphasizes accurate cash handling, deep client conversations, and connecting clients with financial solutions to meet their goals.

Responsibilities include relationship building, risk-adherence, and collaborating with specialists in lending and investments. The position may require flexible hours and weekend availability.