Client Solutions Advisor - Relationship Banking

Bank of America; Hartford (CT); Presencial; USD 25.000 - 30.000; Jornada completa

Descripción de la vacante

Bank of America is seeking a customer-focused associate to engage clients in the lobby, educate them on self-service options, and help process transactions accurately. You will build relationships, understand client priorities, and connect them with appropriate banking solutions.

The role emphasizes operational excellence, adherence to laws and regulations, and delivering an exceptional client experience across in-branch activities and outreach as needed.

Formación

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.

Responsabilidades

• Engage clients in the lobby to educate and assist with self-service banking.
• Accurately and efficiently process cash transactions.
• Have in-depth conversations with clients to understand financial goals and connect them to suitable solutions.
• Manage financial center traffic, appointments, and outbound calls.
• Drive the client experience and adhere to all laws and regulations.

Conocimientos

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

Educación

High School Diploma / GED / Secondary School or equivalent

Descripción del empleo

Bank of America is seeking a customer-focused associate to engage clients in the lobby, educate them on self-service options, and help process transactions accurately. You will build relationships, understand client priorities, and connect them with appropriate banking solutions.

The role emphasizes operational excellence, adherence to laws and regulations, and delivering an exceptional client experience across in-branch activities and outreach as needed.