Client Solutions Advisor - Banking

Bank of America; Woodland Heights (AR); On-site; USD 35,000 - 45,000; Full time

Job summary

Bank of America in the United States is seeking an energetic client service professional to engage clients in the lobby, educate them on self-service banking, and process cash transactions.

You will build relationships, follow procedures, and collaborate with experts in small business, lending and investments to meet clients' financial goals.

This role requires weekend/extended hours and offers an in-office culture with flexible benefits.

Qualifications

• Minimum education: High School Diploma or GED.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance.
• Strong work ethic, self-motivation and results focus.
• Ability to learn and adapt to new information and technology platforms.

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 related Associate’s Degree

Job description

Bank of America in the United States is seeking an energetic client service professional to engage clients in the lobby, educate them on self-service banking, and process cash transactions.

You will build relationships, follow procedures, and collaborate with experts in small business, lending and investments to meet clients' financial goals.

This role requires weekend/extended hours and offers an in-office culture with flexible benefits.