Client-Focused Banking Advisor

Bank of America; Cranberry Township (Butler County); Vor Ort; USD 32.000 - 42.000; Vollzeit

Zusammenfassung

Bank of America in the United States is seeking a Client Service Associate to engage clients in the lobby, educate on self-service resources, and process transactions through mobile/online banking or ATM.

You will handle cash transactions, build client relationships, and guide customers toward solutions that meet their financial goals. This role supports an inclusive, in-office culture with opportunities to grow and contribute to our customers' financial lives.

Qualifikationen

• High School diploma or GED required.
• One year of sales experience in a salary-plus incentive environment.
• Six months cash handling experience.
• Bachelor's or business-related associate degree preferred.

Aufgaben

• 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

Kenntnisse

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Client Management

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Ausbildung

High School Diploma / GED / Secondary School or equivalent

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

Jobbeschreibung

Bank of America in the United States is seeking a Client Service Associate to engage clients in the lobby, educate on self-service resources, and process transactions through mobile/online banking or ATM.

You will handle cash transactions, build client relationships, and guide customers toward solutions that meet their financial goals. This role supports an inclusive, in-office culture with opportunities to grow and contribute to our customers' financial lives.