Client Experience Banking Advisor

Bank of America Corporation; Virginia; On-site; USD 32,000 - 45,000; Full time

Job summary

Bank of America Corporation is seeking a Client Service Associate to engage clients in the lobby and assist with transactions through self-service channels, including mobile and online banking and ATMs.

The role focuses on understanding clients’ financial priorities, educating them on available tools, and connecting them to appropriate solutions while maintaining accuracy and compliance. Weekend/extended hours may be required.

Qualifications

• Requires strong work ethic and results orientation.
• Able to learn and adapt to new information and technology platforms.
• Excellent communication and problem-solving skills.
• Ability to educate clients on self-service banking transactions.

Responsibilities

• Engage clients in lobby to assist with self-service banking tools.
• Process cash transactions accurately for clients.
• Build relationships to identify financial needs and connect to solutions.
• Follow processes and guidelines to ensure compliance and customer satisfaction.
• Manage client traffic and schedule to optimize the branch experience.
• Support the client experience and cash handling responsibilities.

Skills

Adaptability

Customer focus

Problem solving

Relationship building

Education

High School Diploma / GED

Bachelor’s Degree or business-related Associate’s Degree

Job description

Bank of America Corporation is seeking a Client Service Associate to engage clients in the lobby and assist with transactions through self-service channels, including mobile and online banking and ATMs.

The role focuses on understanding clients’ financial priorities, educating them on available tools, and connecting them to appropriate solutions while maintaining accuracy and compliance. Weekend/extended hours may be required.