Client Experience Banking Advisor

Bank of America; Upper Darby (Delaware County); On-site; USD 34,000 - 55,000; Full time

Job summary

Bank of America is seeking a client-focused associate to educate customers on self-service banking options and to accurately process cash transactions. You will engage with clients to learn their priorities and connect them with suitable financial solutions.

The role emphasizes risk awareness, relationship-building, and adherence to laws and regulations, with opportunities for growth in an in-office environment that values collaboration and service excellence.

Qualifications

• High school diploma or equivalent
• Six months of cash handling experience
• Bachelor's Degree or related Associate’s Degree such as business management, business administration or finance
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
• Experience in financial services

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

Customer Focus

Relationship Building

Problem Solving

Oral Communications

Client Management

Account Management

Business Acumen

Education

Bachelor's Degree or related Associate’s Degree

Job description

Bank of America is seeking a client-focused associate to educate customers on self-service banking options and to accurately process cash transactions. You will engage with clients to learn their priorities and connect them with suitable financial solutions.

The role emphasizes risk awareness, relationship-building, and adherence to laws and regulations, with opportunities for growth in an in-office environment that values collaboration and service excellence.