Financial Services Client Advisor (In-Branch)

Bank of America; Hampton (VA); On-site; USD 40,000 - 52,000; Full time

Job summary

Bank of America is hiring a client-focused associate to engage customers in the lobby, educate them on self-service options, and process transactions efficiently. You will help clients meet their financial goals while building trusted relationships across banking products and services.

You will work a full-time schedule (40 hours) with flexibility for extended hours as needed, collaborating with specialists in lending, investments, and small business.

Qualifications

• High School Diploma or GED required; Bachelor’s degree preferred.
• Strong sales and customer service mindset with ability to build relationships.
• Willingness to work weekends or extended hours as needed.
• Knowledge of banking products and services is a plus.

Responsibilities

• Engages clients in the lobby to educate and assist with self-service transactions.
• Processes cash transactions accurately and efficiently for clients.
• Grows client relationships by understanding financial needs and goals.
• Partners with experts in small business, lending, and investments.
• Manages branch traffic, appointments, and outbound calls effectively.
• Drives the client experience and adheres to laws and regulations.
• Supports cash handling and risk culture within daily operations.

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Client Management

Relationship Building

Prospecting

Referral Identification

Referral Management

Pipeline Management

Education

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

Job description

Bank of America is hiring a client-focused associate to engage customers in the lobby, educate them on self-service options, and process transactions efficiently. You will help clients meet their financial goals while building trusted relationships across banking products and services.

You will work a full-time schedule (40 hours) with flexibility for extended hours as needed, collaborating with specialists in lending, investments, and small business.