Client Experience Banking Advisor

Bank of America; Virginia; On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America in Virginia is seeking a customer-focused team member to engage clients in the lobby, educate them on self-service options, and process transactions accurately using ATM, online, or mobile banking.

You will build relationships, grow knowledge of financial products, and help clients meet their financial goals while adhering to laws and bank policies. This is an in-office role with opportunities to advance and flexibility based on role-specific needs.

Qualifications

• Self-starter with a strong work ethic and results orientation.
• Able to learn and adapt to new information and technology platforms.
• Willingness to work weekends and/or extended hours as needed.

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

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 Virginia is seeking a customer-focused team member to engage clients in the lobby, educate them on self-service options, and process transactions accurately using ATM, online, or mobile banking.

You will build relationships, grow knowledge of financial products, and help clients meet their financial goals while adhering to laws and bank policies. This is an in-office role with opportunities to advance and flexibility based on role-specific needs.