Client Experience Banking Advisor

National Black MBA Association; New York (NY); Hybrid; USD 34,000 - 76,870,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Industry-leading benefits

Job summary

Bank of America venues focus on assisting clients in the lobby with self-service banking options and accurate cash handling. The role emphasizes educating clients on digital tools and connecting them with appropriate financial solutions to meet life goals.

Ideal candidates demonstrate eagerness, strong client focus, and the ability to work within policy guidelines while delivering exceptional service, including potential weekend hours at nearby centers.

Qualifications

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
• Collaborates effectively to get things done, building and nurturing strong relationships
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
• Is confident in identifying solutions for new and existing clients based on their needs
• Communicates effectively and confidently and is comfortable engaging all clients
• Has the ability to learn and adapt to new information and technology platforms
• Applies strong critical thinking and problem-solving skills to meet clients' needs
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Efficiently manages time and capacity
• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance

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 or business-relevant Associate’s Degree

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America venues focus on assisting clients in the lobby with self-service banking options and accurate cash handling. The role emphasizes educating clients on digital tools and connecting them with appropriate financial solutions to meet life goals.

Ideal candidates demonstrate eagerness, strong client focus, and the ability to work within policy guidelines while delivering exceptional service, including potential weekend hours at nearby centers.