Client Experience Banking Advisor

National Black MBA Association; Sharon (MA); On-site; USD 34,000 - 37,000; Full time

Job summary

Bank of America is seeking an in-branch client service associate in Sharon, MA, to educate and assist customers with transactions through self-service channels, including mobile, online, and ATM. You will accurately process cash transactions and engage clients in meaningful conversations to understand financial goals and connect them with suitable solutions.

The role requires a proactive communicator who can work weekend and extended hours, with a focus on risk controls and regulatory compliance

Qualifications

• Enthusiastic, self-starter with a strong work ethic and results focus
• Collaborates effectively to meet client needs
• Strong communication and client education skills
• Comfortable with learning new information and technology platforms
• Ability to educate clients on self-service banking (ATM/online/mobile)

Responsibilities

• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows processes and legal guidelines in daily activities
• Grows knowledge by partnering with experts in small business, lending, and investments
• Manages center traffic, appointments, and outbound calls
• Drives the client experience
• Handles cash responsibilities

Skills

Client focus

Relationship building

Communication

Self-service banking

Problem solving

Time management

Adaptability

Education

Bachelor's degree or business-relevant Associate’s degree

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking an in-branch client service associate in Sharon, MA, to educate and assist customers with transactions through self-service channels, including mobile, online, and ATM. You will accurately process cash transactions and engage clients in meaningful conversations to understand financial goals and connect them with suitable solutions.

The role requires a proactive communicator who can work weekend and extended hours, with a focus on risk controls and regulatory compliance