Financial Center Client Advisor

Bank of America; Columbus (OH); On-site; USD 71,635,000 - 76,705,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America in Columbus, OH is seeking a Customer Service representative to engage clients in the lobby and educate them on self-service resources such as mobile and online banking. You will process cash transactions and connect clients with solutions to meet their financial goals.

This role emphasizes building client relationships, following established policies, and delivering an outstanding client experience. Weekend/extended hours may be required while supporting in-office operations.

Qualifications

• Demonstrates adaptability and initiative in a fast-paced environment.
• Strong business acumen with focus on client outcomes and financial goals.
• Excellent client management and relationship-building skills.
• Proven problem-solving abilities with a customer-centric approach.
• Clear, confident communication with clients across channels.
• Willingness to learn new platforms and educate clients on self-service tools.

Responsibilities

• Engage lobby clients and educate on self-service banking options.
• Process cash transactions accurately and efficiently.
• Build relationships to meet clients' financial needs and goals.
• Follow processes and regulations to ensure compliant client interactions.
• Grow knowledge by collaborating with experts in lending, investments, and small business.

Skills

Adaptability

Business Acumen

Client Management

Problem Solving

Oral Communications

Relationship Building

Education

Bachelor's Degree or related

High School Diploma or GED

Job description

Bank of America in Columbus, OH is seeking a Customer Service representative to engage clients in the lobby and educate them on self-service resources such as mobile and online banking. You will process cash transactions and connect clients with solutions to meet their financial goals.

This role emphasizes building client relationships, following established policies, and delivering an outstanding client experience. Weekend/extended hours may be required while supporting in-office operations.