Client Experience Banking Advisor

Bank of America

North Attleborough (MA)

On-site

USD 34,000 - 36,000

Full time

13 days ago

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Benefits offered by this job

Industry-leading benefits
Paid time off

Job summary

Bank of America’s North Attleborough branch is seeking a client-focused specialist to guide customers in lobby transactions and self-service options. You will handle cash, discuss financial goals, and connect clients to suitable products and services.

Must be an energetic self-starter with strong communication and relationship-building skills, able to work weekends and travel between nearby centers when required.

Qualifications

  • Must be enthusiastic self-starter with a strong work ethic and focus on results.
  • Collaborates effectively to build strong client relationships.
  • Confident in identifying client solutions based on needs.
  • Effective communicator comfortable engaging all clients.
  • Able to learn and adapt to new information and technology.
  • Educates clients on self-service banking options.
  • Adheres to laws and guidelines in daily activities.
  • Willing to work weekends or extended hours, with travel if needed.

Responsibilities

  • Executes the bank's risk culture and strives for operational excellence.
  • Builds relationships with clients to meet financial needs.
  • Follows processes and guidelines to do what is right for clients and the bank.
  • Grows business knowledge by partnering with experts in small business, lending, and investments.
  • Manages financial center traffic, appointments, and outbound calls.
  • Drives the client experience.
  • Manages cash responsibilities.

Skills

Customer focus
Relationship building
Sales experience
Communication skills
Cash handling
Time management

Education

High School Diploma
Bachelor’s Degree
Associate’s Degree

Job description

Bank of America’s North Attleborough branch is seeking a client-focused specialist to guide customers in lobby transactions and self-service options. You will handle cash, discuss financial goals, and connect clients to suitable products and services.

Must be an energetic self-starter with strong communication and relationship-building skills, able to work weekends and travel between nearby centers when required.

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