Client Experience Banking Advisor

Bank of America; Webster (PA); On-site; USD 52,000 - 56,000; Full time

Job summary

Bank of America seeks an in-person client service professional to engage customers in the lobby, educate on self-service options, and process cash transactions with accuracy. The role emphasizes building deep client relationships and connecting customers to financial solutions.

Responsibilities include operating within risk and regulatory guidelines, managing center traffic, and supporting sales goals through effective conversations and referrals. Weekend/extended hours may be required.

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus.
• Experience in financial services and knowledge of financial products is preferred.
• Ability to learn and adapt to new information and technology platforms.
• Excellent communication and relationship-building skills.
• Willingness to work weekends 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 to do what is right for clients and the bank
• Grows business knowledge by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls
• 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

Bachelor's Degree or related Associate’s Degree

Job description

Bank of America seeks an in-person client service professional to engage customers in the lobby, educate on self-service options, and process cash transactions with accuracy. The role emphasizes building deep client relationships and connecting customers to financial solutions.

Responsibilities include operating within risk and regulatory guidelines, managing center traffic, and supporting sales goals through effective conversations and referrals. Weekend/extended hours may be required.