In-Branch Client Advisor & Banking Specialist

Bank of America; Severna Park (MD); Vor Ort; USD 32.000 - 42.000; Vollzeit

Zusammenfassung

Bank of America seeks a customer-focused team member to engage clients in the lobby, educate them on self-service banking, and process transactions accurately. You will build relationships, identify solutions, and support branch operations to enhance the client experience.

The role requires strong communication, adaptability, and the ability to work weekends or extended hours. You will collaborate with experts across small business, lending, and investments to serve clients' financial goals.

Qualifikationen

• Demonstrates adaptability and a strong work ethic with a client-first mindset.
• Communicates clearly and professionally; builds lasting client relationships.
• Identifies and presents banking solutions based on client needs and goals.
• Learns and adapts to new digital banking tools and platforms.
• Manages time effectively while delivering accurate cash handling.
• Adheres to policies, procedures, and regulatory requirements.

Aufgaben

• Engage lobby clients, educate on self-service options (ATM, online/mobile banking).
• Process cash transactions accurately and efficiently for clients.
• Develop conversations to understand financial priorities and connect clients to solutions.
• Build relationships to meet client needs and grow the center's business.
• Manage center traffic, appointments, and outbound calls.
• Drive the client experience and ensure compliance with all laws.
• Handle cash responsibilities and support branch operations.

Kenntnisse

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

Ausbildung

High School Diploma / GED / Secondary School or equivalent

Jobbeschreibung

Bank of America seeks a customer-focused team member to engage clients in the lobby, educate them on self-service banking, and process transactions accurately. You will build relationships, identify solutions, and support branch operations to enhance the client experience.

The role requires strong communication, adaptability, and the ability to work weekends or extended hours. You will collaborate with experts across small business, lending, and investments to serve clients' financial goals.