Client Experience Banking Advisor

Bank of America Corporation

United States

On-site

USD 35,000 - 52,000

Full time

8 days ago

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Job summary

Bank of America in the United States is seeking a customer-focused Teller to engage clients in the lobby, educate on self-service channels, and assist with transactions. You will process cash transactions accurately and build rapport to understand financial goals.

The role emphasizes following policies, compliance, and delivering a positive client experience while supporting branch operations and collaborating with specialists in lending, small business, and investments.

Qualifications

  • Demonstrates adaptability and strong communication to assist clients.
  • Shows problem-solving and relationship-building skills in a client-facing role.
  • Understands banking products and can guide customers through simple self-service transactions.

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 in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
  • Grows business knowledge and network 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 / GED / Secondary School or equivalent

Job description

Bank of America in the United States is seeking a customer-focused Teller to engage clients in the lobby, educate on self-service channels, and assist with transactions. You will process cash transactions accurately and build rapport to understand financial goals.

The role emphasizes following policies, compliance, and delivering a positive client experience while supporting branch operations and collaborating with specialists in lending, small business, and investments.

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