Client Experience & Banking Solutions Advisor

Bank of America; Frisco (TX); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America in the United States seeks a client-focused professional to engage clients in the lobby, educate on self-service resources, and process cash transactions efficiently.

You will conduct deep conversations to understand financial goals and connect clients to suitable banking solutions, while building relationships and ensuring compliance with laws and bank policies. This role may require weekend/extended hours as needed.

Qualifications

• Experience in financial services and knowledge of financial services industry, products and solutions.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.

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

High School Diploma / GED / Secondary School or equivalent

Bachelor's Degree or business-relevant Associate’s Degree

Job description

Bank of America in the United States seeks a client-focused professional to engage clients in the lobby, educate on self-service resources, and process cash transactions efficiently.

You will conduct deep conversations to understand financial goals and connect clients to suitable banking solutions, while building relationships and ensuring compliance with laws and bank policies. This role may require weekend/extended hours as needed.