Client Experience Banking Advisor

Bank of America; White Marsh (MD); On-site; USD 34,000 - 37,000; Full time

Job summary

Bank of America in White Marsh, MD is seeking a branch Customer Service Specialist to engage clients in the lobby, educate them on transactions via self-service options, and assist with cash handling.

You will build relationships, support the client experience, and ensure compliance with laws and bank policies. Weekend and extended hours may be required; 40 hours per week, first shift, in-office role at MD4577.

Qualifications

• Experience in customer-facing roles and strong communication skills.
• Ability to follow processes and comply with laws and regulations.
• Comfort with cash handling and basic banking transactions.
• Willingness to work weekends and extended hours as required.
• Ability to learn and adapt to new technology platforms.

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 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 Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Client Management

Client Solutions

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in White Marsh, MD is seeking a branch Customer Service Specialist to engage clients in the lobby, educate them on transactions via self-service options, and assist with cash handling.

You will build relationships, support the client experience, and ensure compliance with laws and bank policies. Weekend and extended hours may be required; 40 hours per week, first shift, in-office role at MD4577.