Client Solutions & Banking Advisor

Bank of America; Stoughton (MA); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America in Massachusetts is seeking a customer-focused role to engage clients in the lobby, educate on self-service banking, and efficiently process cash transactions. The position emphasizes building relationships and connecting clients to solutions that meet financial goals.

Responsibilities include managing center traffic, appointments, outbound calls, and delivering a superior client experience while adhering to laws and bank policies.

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus
• Collaborates effectively to build relationships
• Passion, commitment and drive to deliver an excellent client experience
• Confident identifying solutions for new and existing clients
• Effective and confident communication with all clients
• Ability to learn and adapt to new information and technology platforms
• Confident educating clients on self-service banking (ATM/online/mobile)
• Strong critical thinking and problem-solving skills
• Follows established processes and guidelines to do what is right for clients and the bank
• Manages time and capacity efficiently
• Focuses on results while acting in the best interest of the client
• Willing to work weekends and/or extended hours across multiple 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

Education

Bachelor's degree or business-relevant Associate’s Degree such as business management, business administration or finance

Job description

Bank of America in Massachusetts is seeking a customer-focused role to engage clients in the lobby, educate on self-service banking, and efficiently process cash transactions. The position emphasizes building relationships and connecting clients to solutions that meet financial goals.

Responsibilities include managing center traffic, appointments, outbound calls, and delivering a superior client experience while adhering to laws and bank policies.