Client Experience Banking Advisor

NBMBAA; Philadelphia (Philadelphia County); On-site; USD 21,000 - 30,000; Full time

Job summary

Bank of America is seeking a Client Service Associate to engage lobby clients, educate them on self-service options, and efficiently process cash transactions. You will build relationships, follow risk and compliance guidelines, and connect clients to solutions that meet their financial goals.

Role requires strong communication, ability to handle cash, and flexibility to work weekends or extended hours as needed across a network of centers.

Qualifications

• Required: Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates effectively to build relationships and get things done.
• Able to educate clients on self-service banking and platforms.

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, adhering to laws and regulations.
• Grows business knowledge 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

High School Diploma

Job description

Bank of America is seeking a Client Service Associate to engage lobby clients, educate them on self-service options, and efficiently process cash transactions. You will build relationships, follow risk and compliance guidelines, and connect clients to solutions that meet their financial goals.

Role requires strong communication, ability to handle cash, and flexibility to work weekends or extended hours as needed across a network of centers.