Client Solutions Advisor - Banking Relationships

Bank of America; Newtown Square (Delaware County); On-site; USD 32,000 - 52,000; Full time

Job summary

Bank of America is seeking a team-oriented professional to engage clients in the lobby, educate them on self-service banking, and process cash transactions accurately. You will build relationships to understand financial goals and connect clients to solutions.

The role emphasizes following compliant processes, collaborating with experts in lending and investments, and managing center flow and outbound outreach to enhance the client experience.

Qualifications

• Self-starter with a strong work ethic and results focus.
• Effective collaboration to achieve goals and build strong relationships.
• Clear, confident communication and client engagement skills.
• Ability to identify solutions for new and existing clients based on their needs.
• Comfortable learning new information and technology platforms.

Responsibilities

• Engage clients in lobby to educate and assist with self-service banking resources.
• Process cash transactions accurately and efficiently as needed.
• Build client relationships to understand financial needs and goals.
• Follow established processes and guidelines ensuring compliance.
• Grow knowledge by partnering with experts in lending, investments, and small business.
• Manage center traffic, appointments, and outbound calls to drive client experience.

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

Bachelor's Degree

High School Diploma / GED

Job description

Bank of America is seeking a team-oriented professional to engage clients in the lobby, educate them on self-service banking, and process cash transactions accurately. You will build relationships to understand financial goals and connect clients to solutions.

The role emphasizes following compliant processes, collaborating with experts in lending and investments, and managing center flow and outbound outreach to enhance the client experience.