Client Experience Banking Advisor

Bank of America; Northbrook (IL); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America is seeking a customer-focused associate to engage clients in the lobby, educate them on self-service resources, and accurately process cash transactions. You will develop deep conversations to understand financial priorities and connect clients with suitable solutions.

Role involves building relationships, meeting procedures and regulatory requirements, and supporting a high-volume client experience across multiple financial centers.

Qualifications

• Strong interpersonal skills and a customer-first mindset.
• Ability to learn and adapt to new information and technology platforms.
• Experience in financial services or sales environment is a plus.

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 to act in the best interest of clients and the bank.
• Grows knowledge by collaborating with experts in small business, lending and investments.
• Manages center traffic, appointments and calls effectively.
• Drives the client experience.
• Manages cash responsibilities.

Skills

Adaptability

Business Acumen

Customer 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

High School Diploma

Job description

Bank of America is seeking a customer-focused associate to engage clients in the lobby, educate them on self-service resources, and accurately process cash transactions. You will develop deep conversations to understand financial priorities and connect clients with suitable solutions.

Role involves building relationships, meeting procedures and regulatory requirements, and supporting a high-volume client experience across multiple financial centers.