Client Solutions Banking Advisor

Bank of America; Charlotte (NC); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America in the United States is seeking a customer-focused associate to engage clients in the lobby, educate on self-service banking, and efficiently process cash transactions. The role emphasizes deep conversations to understand financial priorities and connect clients with suitable solutions.

Responsibilities include building client relationships, following procedures, and collaborating with experts in lending and investments.

Qualifications

• Self-starter with strong work ethic and results focus.
• Collaborates effectively to build relationships.
• Passion and drive to improve clients' financial lives.
• Able to identify solutions for clients’ needs.
• Effective communicator and confident engaging clients.
• Learns and adapts to new information and platforms.
• Educates clients on using self-service banking.
• Strong critical thinking and problem-solving.
• Follows processes and regulations.
• Time management and capacity planning.
• Willing to work weekends/extended hours across locations.

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

Self-starter

Relationship Building

Client Focus

Communication

Problem Solving

Time Management

Adaptability

Learning Agility

Education

Bachelor's Degree or equivalent

Job description

Bank of America in the United States is seeking a customer-focused associate to engage clients in the lobby, educate on self-service banking, and efficiently process cash transactions. The role emphasizes deep conversations to understand financial priorities and connect clients with suitable solutions.

Responsibilities include building client relationships, following procedures, and collaborating with experts in lending and investments.