Client Experience Banking Advisor

Bank of America; United States; On-site; USD 34,000 - 37,000; Full time

Job summary

Bank of America in the United States is seeking an in-person Customer Service Associate to engage clients in the lobby and assist with daily transactions using self‑service tools. You will process cash transactions, manage client traffic, and partner with banking experts on loans, investments, and services.

The role emphasizes relationship-building, strong communication, and adherence to regulatory guidelines.

Qualifications

• Customer-focused individual with a drive to help clients with banking needs.
• Strong communication and relationship-building skills.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Engages clients in the lobby to educate and assist with transactions.
• Accurately and efficiently process cash transactions for clients.
• Maintain risk culture and adhere to laws and regulations.
• Grow knowledge by partnering with experts in small business, lending, and investments.
• Manage center traffic, appointments, and outbound calls.

Skills

Self-starter

Client relationship

Effective communicator

Critical thinking

Adaptability

Time management

Sales mindset

Cash handling

Problem solving

Learning new tech

Education

High School Diploma / GED

Bachelor's or business-related Associate’s Degree

Tools

ATM usage

Job description

Bank of America in the United States is seeking an in-person Customer Service Associate to engage clients in the lobby and assist with daily transactions using self‑service tools. You will process cash transactions, manage client traffic, and partner with banking experts on loans, investments, and services.

The role emphasizes relationship-building, strong communication, and adherence to regulatory guidelines.