Client Experience Banking Advisor

Bank of America; Portland (ME); On-site; USD 34,440 - 36,878; Full time

Benefits offered by this job

Benefits eligible

Industry-leading benefits

Paid time off

Job summary

Bank of America is seeking a customer-facing team member to engage clients in the lobby, educate on self-service options, and process cash transactions efficiently. The role emphasizes building deep conversations to understand financial goals and connecting clients with suitable solutions.

The position requires strong communication, problem-solving, and the ability to work weekends or extended hours as needed, within a regulated financial center environment.

Qualifications

• Minimum requirement is High School Diploma or GED.
• Bachelor's or business-related associate degree preferred.

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 do what is right for clients and the bank, adhering to laws and regulations.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls.
• Drives the client experience and 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

High School Diploma / GED

Job description

Bank of America is seeking a customer-facing team member to engage clients in the lobby, educate on self-service options, and process cash transactions efficiently. The role emphasizes building deep conversations to understand financial goals and connecting clients with suitable solutions.

The position requires strong communication, problem-solving, and the ability to work weekends or extended hours as needed, within a regulated financial center environment.