Client Experience Banking Advisor

Bank of America; San Ramon (CA); On-site; USD 34,440 - 37,195; Full time

Benefits offered by this job

Industry-leading benefits

Job summary

Bank of America in the United States seeks a client service specialist to engage clients in the lobby and educate them on self-service options like mobile/online banking and ATMs. You will accurately process cash transactions and develop in-depth knowledge of clients' financial goals to connect them with suitable solutions.

The role requires strong communication, relationship-building, and ability to work weekends or extended hours.

Qualifications

• Enthusiastic, highly motivated self-starter with strong work ethic and focus on results, in the best interest of the client
• Collaborates effectively to get things done, building and nurturing strong relationships
• Displays passion, commitment and drive to deliver an experience that improves clients' financial lives
• Confident in identifying solutions for new and existing clients based on their needs
• Communicates effectively and confidently; comfortable engaging all clients
• Learns and adapts to new information and technology platforms
• Educates clients on how to conduct simple banking transactions through self‑service technologies (ATM, online banking, mobile banking)
• Applies strong critical thinking and problem‑solving skills to meet clients' needs
• Follows established processes and guidelines to do what is right for clients and the bank, adhering to laws/regulations
• Efficiently manages time and capacity
• Focuses on results while acting in the best interest of the client
• Must be able to work weekends and/or extended hours at various centers within reasonable distance
• Six months of cash handling experience
• Experience in financial services and knowledge of products and solutions

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 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

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 or business-relevant Associate's Degree such as business management, business administration or finance

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in the United States seeks a client service specialist to engage clients in the lobby and educate them on self-service options like mobile/online banking and ATMs. You will accurately process cash transactions and develop in-depth knowledge of clients' financial goals to connect them with suitable solutions.

The role requires strong communication, relationship-building, and ability to work weekends or extended hours.