Client Solutions Banking Advisor

Bank of America; Ansonia (CT); On-site; USD 34,000 - 36,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Resources and support to employees

Job summary

Bank of America is seeking a client services associate in Connecticut to educate and assist clients with self-service banking tools. The role emphasizes accurate cash handling and engaging conversations to connect clients with suitable financial solutions.

Responsibilities include maintaining risk culture, building client relationships, following bank processes, and collaborating with experts in lending and investments to serve clients holistically.

Qualifications

• Self-starter with a strong work ethic and client focus.
• Collaborates effectively to meet client needs.
• Passion and drive to improve clients' financial lives.
• Ability to identify solutions for new and existing clients.
• Confident in communicating with all clients.
• Able to learn new technology platforms.
• Confident educating clients on self-service banking.
• Strong critical thinking and problem solving.
• Follows established processes and laws.
• Efficient time and capacity management.
• Flexible to work weekends or extended hours.

Responsibilities

• Executes risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes and guidelines to do what is right for clients and the bank.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages branch traffic, appointments, and outbound calls effectively.
• Drives the client experience and cash responsibilities.

Skills

Adaptability

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Account Management

Prospecting

Referral Management

Pipeline Management

Client Experience Branding

Education

High School Diploma / GED

Job description

Bank of America is seeking a client services associate in Connecticut to educate and assist clients with self-service banking tools. The role emphasizes accurate cash handling and engaging conversations to connect clients with suitable financial solutions.

Responsibilities include maintaining risk culture, building client relationships, following bank processes, and collaborating with experts in lending and investments to serve clients holistically.