Client Solutions Banking Advisor

Bank of America; Newtown Township (Delaware County); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America is hiring for a role that emphasizes customer engagement, cash handling, and relationship-building in an in-person financial center. The position requires strong communication and the ability to educate clients on self-service banking and product solutions.

The ideal candidate has sales experience, supports risk-compliant operations, and can work weekends or extended hours as needed to serve clients across branches. This role offers stability and opportunities within a large bank.

Qualifications

• High School Diploma or GED is required.
• Bachelor's degree or business-related degree is preferred.
• Experience in financial services is a plus.

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 to do what is right for clients and the bank.
• 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

High School Diploma

Bachelor's Degree

Job description

Bank of America is hiring for a role that emphasizes customer engagement, cash handling, and relationship-building in an in-person financial center. The position requires strong communication and the ability to educate clients on self-service banking and product solutions.

The ideal candidate has sales experience, supports risk-compliant operations, and can work weekends or extended hours as needed to serve clients across branches. This role offers stability and opportunities within a large bank.