Client-Focused Banking Advisor

Bank of America; Jacksonville (TX); On-site; USD 32,000 - 52,000; Full time

Job summary

Bank of America is hiring for a front-line role focusing on engaging clients in the lobby and guiding them through transactions via self-service options like mobile, online, and ATMs. You will handle cash transactions with accuracy while building meaningful conversations to understand clients' financial goals.

The role involves advising clients, following compliant processes, and partnering with specialists in lending, investments, and small business to meet needs.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results.
• Collaboration skills to build and nurture strong relationships.
• Passion, commitment, and drive to deliver an experience that improves customers’ financial lives.
• Confidence in identifying solutions for new and existing clients based on their needs.
• Effective communication and comfort engaging all clients.
• Ability to learn and adapt to new information and technology platforms.
• Confidence in educating clients on how to conduct simple banking transactions through self‑service technologies such as ATM, online banking, and mobile banking.
• Strong critical thinking and problem‑solving skills to meet clients’ needs.
• Adherence to established processes and guidelines, ethical standards, and applicable laws and regulations.
• Efficient management of time and capacity, focusing on results while acting in the client’s best interest.
• Availability to work weekends and/or extended hours, including potential scheduling at any financial center location within a reasonable distance.

Responsibilities

• Engage clients in the lobby and educate them on transactions through self‑service resources.
• Execute the bank’s risk culture and strive for operational excellence.
• Build relationships with clients to meet their financial needs.
• Follow processes and guidelines to do what is right for clients and the bank, complying with laws and regulations.
• Grow knowledge by partnering with experts in small business, lending, and investments.
• Manage financial center traffic, appointments, and outbound calls.
• Drive the client experience and manage cash responsibilities.

Skills

Customer service

Sales

Communication

Problem solving

Relationship building

Time management

Cash handling

Adaptability

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is hiring for a front-line role focusing on engaging clients in the lobby and guiding them through transactions via self-service options like mobile, online, and ATMs. You will handle cash transactions with accuracy while building meaningful conversations to understand clients' financial goals.

The role involves advising clients, following compliant processes, and partnering with specialists in lending, investments, and small business to meet needs.