Client Experience Banking Advisor

Bank of America; Ocean City (MD); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America in the United States is seeking professionals to engage clients in the lobby, educate them on self-service options, and assist with transactions. You will process cash transactions accurately, while building relationships to understand financial needs and guide clients toward suitable solutions.

The role emphasizes customer focus, effective communication, and adherence to procedures within regulatory guidelines.

Qualifications

• High school education or equivalent required.
• Experience in a salary-plus-incentive sales environment preferred.
• Cash handling experience is a plus.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions via self-service resources (mobile/online banking, ATM).
• Process cash transactions accurately and efficiently for clients as needed.
• Build relationships to understand client needs and connect them to solutions meeting financial goals.
• Follow established processes and guidelines, ensuring compliance with laws and regulations.
• Manage center traffic, appointments, and outbound calls to optimize client experience.
• Drive the client experience and support risk and operational excellence.

Skills

Adaptability

Customer Focus

Problem Solving

Relationship Building

Communication

Sales Orientation

Education

High School Diploma

Bachelor’s Degree or related finance/business

Job description

Bank of America in the United States is seeking professionals to engage clients in the lobby, educate them on self-service options, and assist with transactions. You will process cash transactions accurately, while building relationships to understand financial needs and guide clients toward suitable solutions.

The role emphasizes customer focus, effective communication, and adherence to procedures within regulatory guidelines.