Client Solutions Advisor – Banking & Financial Guidance

Bank of America; Crystal Lake (IL); Vor Ort; USD 36.000 - 48.000; Vollzeit

Zusammenfassung

Bank of America is seeking a Client Services Associate to engage clients in the lobby, educate on self-service options, and accurately handle cash transactions. You will build relationships, assess client needs, and connect customers to appropriate banking solutions while ensuring a positive customer experience.

The role requires strong communication, problem-solving, and cash-handling abilities, with flexibility to work weekends or extended hours and to adhere to banking regulations and service

Qualifikationen

• Experience in customer service or sales environment is preferred.
• Strong communication and interpersonal skills.
• Ability to learn and adapt to banking technology platforms.
• Familiarity with cash handling and transaction processing is a plus.

Aufgaben

• Engages clients in the lobby to educate on self-service channels (mobile/online banking, ATM).
• Accurately and efficiently processes cash transactions for clients as needed.
• Builds relationships to understand client needs and connect to banking solutions.
• Follows established processes and regulatory requirements in daily activities.
• Manages client flow, appointments, and outreach to enhance the client experience.
• Drives the client experience by delivering friendly, informed service.

Kenntnisse

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Relationship Building

Prospecting

Referral Management

Ausbildung

High School Diploma / GED

Jobbeschreibung

Bank of America is seeking a Client Services Associate to engage clients in the lobby, educate on self-service options, and accurately handle cash transactions. You will build relationships, assess client needs, and connect customers to appropriate banking solutions while ensuring a positive customer experience.

The role requires strong communication, problem-solving, and cash-handling abilities, with flexibility to work weekends or extended hours and to adhere to banking regulations and service