Client-Focused Banking Advisor

Bank of America

Livonia (MI)

On-site

USD 34,000 - 42,000

Full time

3 days ago
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Job summary

Bank of America in Michigan is seeking a friendly, client-focused associate to engage clients in the lobby, educate them about self-service options, and process cash transactions accurately. You will build trust by understanding clients' financial goals and connecting them to solutions.

In this role, you will manage center traffic, schedule appointments, and support outbound outreach while following bank policies. The position requires on-site presence and occasional weekend hours.

Qualifications

  • Enthusiastic self-starter with strong work ethic and client-focused mindset.
  • Collaborates effectively to build relationships.
  • Shows passion and drive to improve clients' financial lives.
  • Able to identify solutions for client needs.
  • Excellent communication and comfort engaging all clients.
  • Able to learn new information and technology platforms.
  • Able to educate clients on self-service banking.
  • Able to work weekends and extended hours as needed.
  • Experience in financial services and knowledge of products is a plus.
  • Bachelor's Degree or related Associate degree preferred.

Responsibilities

  • Executes risk culture and aims for operational excellence.
  • Builds relationships to meet clients' financial needs.
  • Follows processes to do what is right for clients and the bank.
  • Grows knowledge by partnering with experts in small business, lending, and investments.
  • Manages center traffic, appointments, and outbound calls.
  • Drives the client experience and cash handling duties.

Skills

Adaptability
Business Acumen
Customer 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
Bachelor's Degree in Business/Finance

Job description

Bank of America in Michigan is seeking a friendly, client-focused associate to engage clients in the lobby, educate them about self-service options, and process cash transactions accurately. You will build trust by understanding clients' financial goals and connecting them to solutions.

In this role, you will manage center traffic, schedule appointments, and support outbound outreach while following bank policies. The position requires on-site presence and occasional weekend hours.

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