Client-Focused Banking Advisor | Relationship & Payments

Bank of America Corporation; Benicia (CA); On-site; USD 28,000 - 30,000; Full time

Job summary

United States Digital Space LLC is seeking a customer-facing banking associate to educate clients on self-service options and assist with cash transactions. You will engage clients in the lobby, process cash tasks, and learn financial solutions to help meet clients' goals.

The role requires strong relationship building, adherence to policies, and ability to work weekends or extended hours across multiple centers as needed. Training provided.

Qualifications

• High school diploma or equivalent required; bachelor's degree or related associate's degree preferred.
• Experience in financial services and cash handling a plus.
• Sales experience in a salary plus incentive environment is desirable.

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 laws.
• Grows business knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience and 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

Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance

High School Diploma or GED

Job description

United States Digital Space LLC is seeking a customer-facing banking associate to educate clients on self-service options and assist with cash transactions. You will engage clients in the lobby, process cash tasks, and learn financial solutions to help meet clients' goals.

The role requires strong relationship building, adherence to policies, and ability to work weekends or extended hours across multiple centers as needed. Training provided.