Client-Focused Banking Advisor

Bank of America; Pennsauken Township (NJ); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America in the United States seeks a client-focused team member to educate clients in the lobby and assist with self-service transactions. You will process cash, engage customers, and connect them to banking solutions that meet their goals.

The role emphasizes risk culture, regulatory compliance, and delivering an exceptional client experience across branches with flexible hours, including weekends.

Qualifications

• Self-starter with strong work ethic and results focus.
• Builds relationships to meet client needs.
• Comfortable educating clients on self-service banking tech.
• Follows processes and regulatory guidelines in daily activities.

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

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

Job description

Bank of America in the United States seeks a client-focused team member to educate clients in the lobby and assist with self-service transactions. You will process cash, engage customers, and connect them to banking solutions that meet their goals.

The role emphasizes risk culture, regulatory compliance, and delivering an exceptional client experience across branches with flexible hours, including weekends.