Client Solutions Banking Advisor

Bank of America; Broken Arrow (OK); On-site; USD 20,664,000 - 30,307,000; Full time

Job summary

Bank of America in the United States is seeking a client-focused role to engage visitors in the lobby, educate on self-service banking, and process cash transactions. You will build relationships to meet financial needs and connect clients to appropriate solutions while maintaining compliance and efficiency.

The position emphasizes teamwork, adaptability, and strong communication to enhance the client experience and support the branch network.

Qualifications

• Self-starter with strong work ethic and results focus.
• Collaborates effectively to build relationships.
• Passion and drive to improve clients' financial lives.
• Confident in identifying solutions for clients.
• Excellent communication and client engagement.
• Able to learn new information and tech platforms.
• Able to educate clients on self-service banking.
• Strong problem-solving and critical thinking.
• Adheres to processes, laws, and regulations.
• Efficient time and capacity management.
• Focus on results while acting in client's best interest.
• Weekend and/or extended hours availability.

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 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

Education

Bachelor’s Degree or business‑relevant Associate’s Degree such as business management, business administration or finance

Job description

Bank of America in the United States is seeking a client-focused role to engage visitors in the lobby, educate on self-service banking, and process cash transactions. You will build relationships to meet financial needs and connect clients to appropriate solutions while maintaining compliance and efficiency.

The position emphasizes teamwork, adaptability, and strong communication to enhance the client experience and support the branch network.