In-Branch Client Advisor & Solutions Specialist

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

Job summary

Bank of America in Knoxville is seeking a Customer Service Associate to engage clients in the lobby, educate on self-service resources, and assist with transactions through mobile, online banking, or ATM.

The role focuses on building client relationships, processing cash activities, and connecting clients with financial solutions while adhering to regulatory guidelines and delivering a positive client experience.

Qualifications

• Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance.
• Experience in financial services and knowledge of financial services industry, products and solutions.

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

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

Pipelines Management

Prospecting

Referral Identification

Referral Management

Education

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

Job description

Bank of America in Knoxville is seeking a Customer Service Associate to engage clients in the lobby, educate on self-service resources, and assist with transactions through mobile, online banking, or ATM.

The role focuses on building client relationships, processing cash activities, and connecting clients with financial solutions while adhering to regulatory guidelines and delivering a positive client experience.