Client Solutions Advisor

Bank of America; Zionsville (IN); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America in Indiana is seeking a customer-focused team member to engage clients in the lobby, educate on self-service options, and process transactions accurately.

You will build client relationships, follow bank policies, and support growth by collaborating with specialists in small business, lending, and investments. Strong problem-solving and outreach skills are essential for success.

Qualifications

• High School Diploma or equivalent.
• Experience in financial services preferred.
• 1 year of sales experience in a salary-plus incentive environment with individual sales goals.

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

Customer Focus

Problem Solving

Relationship Building

Account Management

Education

High School Diploma / GED

Job description

Bank of America in Indiana is seeking a customer-focused team member to engage clients in the lobby, educate on self-service options, and process transactions accurately.

You will build client relationships, follow bank policies, and support growth by collaborating with specialists in small business, lending, and investments. Strong problem-solving and outreach skills are essential for success.