Client Solutions Banking Advisor

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

Job summary

Bank of America is seeking a customer-focused associate to engage clients in the lobby, educate them on self-service banking options, and process cash transactions accurately. You will build relationships to identify needs, guide clients to suitable financial solutions, and support a compliant, efficient customer experience.

The role requires strong communication, adaptability, and a commitment to delivering exceptional service in a busy environment across multiple channels.

Qualifications

• High school diploma or equivalent required; Bachelor's degree preferred.
• Strong interpersonal and communication skills to assist clients; comfortable teaching self-service banking.
• Ability to learn banking products quickly and connect clients to suitable solutions.

Responsibilities

• Engages clients in the lobby to educate and assist with transactions through self-service resources (mobile/online banking or ATM).
• Process cash transactions accurately and efficiently for clients as needed.
• Have deep conversations to understand financial priorities and connect clients to appropriate solutions.
• Follow established processes and guidelines to ensure customer and bank compliance.

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

Prospecting

Referral Identification

Referral Management

Education

High School Diploma or GED

Bachelor's Degree or business-relevant Associate’s Degree (e.g., business management, business administration or finance)

Job description

Bank of America is seeking a customer-focused associate to engage clients in the lobby, educate them on self-service banking options, and process cash transactions accurately. You will build relationships to identify needs, guide clients to suitable financial solutions, and support a compliant, efficient customer experience.

The role requires strong communication, adaptability, and a commitment to delivering exceptional service in a busy environment across multiple channels.