Client Experience Banking Advisor

Bank of America; West Covina (CA); On-site; USD 42,000 - 54,000; Full time

Job summary

Bank of America seeks a client-focused associate to engage customers in the lobby, educate them on self-service options, and process cash transactions accurately. You will develop deep conversations to understand life priorities and connect clients with suitable solutions to meet financial goals.

The role involves handling cash, managing center traffic, and building relationships to grow business knowledge across small business, lending, and investments.

Qualifications

• Required Qualifications include enthusiastic self-starter with strong work ethic and results orientation.
• Ability to collaborate and build relationships.
• Passion and drive to deliver a superior client experience.
• Ability to identify solutions for new and existing clients based on needs.
• Effective and confident communication with clients.
• Ability to learn and adapt to new information and technology platforms.
• Ability to educate clients on self-service banking (ATM, online, mobile).
• Strong critical thinking and problem-solving skills.
• Follow established processes and regulations.
• Efficient time and capacity management.
• Focus on results while acting in the client’s best interest.
• Flexibility to work weekends and/or extended hours as needed.
• Bilingual Mandarin Required.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes and guidelines for daily activities to act in the client’s and bank’s best interest.
• Grows 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 / Secondary School or equivalent

Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

Job description

Bank of America seeks a client-focused associate to engage customers in the lobby, educate them on self-service options, and process cash transactions accurately. You will develop deep conversations to understand life priorities and connect clients with suitable solutions to meet financial goals.

The role involves handling cash, managing center traffic, and building relationships to grow business knowledge across small business, lending, and investments.