Client Solutions Advisor

Bank of America; Marshfield (WI); On-site; USD 71,635,000 - 76,796,000; Full time

Benefits offered by this job

Benefits eligible

Competitive benefits package

Job summary

Bank of America in Marshfield, MA is hiring a client-focused associate to engage customers in the lobby, educate on self-service tools, and process cash transactions accurately.

You will build relationships, follow risk and compliance guidelines, and collaborate with specialists in small business, lending, and investments. The role requires weekend/extended hours as needed, and a strong ability to communicate with a wide range of clients. A high school diploma is required.

Qualifications

• Requires a high school diploma or GED.
• Bachelor's Degree or business-relevant Associate’s Degree preferred.
• Experience in financial services or related industry is advantageous.
• Sales experience in a salary-plus incentive environment with individual sales goals is a plus.

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

Bachelor's or Associate's Degree

Job description

Bank of America in Marshfield, MA is hiring a client-focused associate to engage customers in the lobby, educate on self-service tools, and process cash transactions accurately.

You will build relationships, follow risk and compliance guidelines, and collaborate with specialists in small business, lending, and investments. The role requires weekend/extended hours as needed, and a strong ability to communicate with a wide range of clients. A high school diploma is required.