Client-Focused Banking Advisor

NBMBAA; Sugar Land (TX); Presencial; USD 22.000 - 28.000; Jornada completa

Descripción de la vacante

Bank of America is hiring for an in-branch role focused on engaging clients in the lobby, educating them about self-service options, and processing cash transactions with accuracy and courtesy.

The position emphasizes building relationships, understanding clients’ financial goals, and connecting them to suitable banking solutions while adhering to policy and regulatory standards. Weekend or extended hours may be required.

Formación

• Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates effectively to meet client needs.
• Passionate about delivering an experience that improves clients’ financial lives.
• Able to identify solutions for new and existing clients.

Responsabilidades

• Engages clients in the lobby to educate and assist with self-service banking resources.
• Processes cash transactions accurately and efficiently.
• Builds relationships to meet clients’ financial needs and goals.
• Follows established processes and complies with applicable laws and regulations.
• Grows knowledge by partnering with experts in lending and investments.
• Manages center traffic, appointments, and outbound calls; drives client experience.

Conocimientos

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

Educación

Bachelor’s degree or business relevant associate degree

Descripción del empleo

Bank of America is hiring for an in-branch role focused on engaging clients in the lobby, educating them about self-service options, and processing cash transactions with accuracy and courtesy.

The position emphasizes building relationships, understanding clients’ financial goals, and connecting them to suitable banking solutions while adhering to policy and regulatory standards. Weekend or extended hours may be required.