Client Solutions Advisor - Banking & Relationship Building

Bank of America; Clinton (MS); On-site; USD 30,000 - 42,000; Full time

Job summary

Bank of America is seeking a client-facing role to engage clients in the lobby and educate them on self-service banking options, including ATM, online banking, and mobile banking. The position emphasizes building relationships, understanding client needs, and guiding them to financial solutions.

Strong emphasis on following processes, regulatory compliance, and delivering a superior client experience. Responsibilities include handling cash transactions, managing center traffic, scheduling, and

Qualifications

• Must be able to work weekends and/or extended hours.
• Experience in financial services and knowledge of financial services industry, products and solutions.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.

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 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 / Secondary School or equivalent

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

Job description

Bank of America is seeking a client-facing role to engage clients in the lobby and educate them on self-service banking options, including ATM, online banking, and mobile banking. The position emphasizes building relationships, understanding client needs, and guiding them to financial solutions.

Strong emphasis on following processes, regulatory compliance, and delivering a superior client experience. Responsibilities include handling cash transactions, managing center traffic, scheduling, and