In-Branch Client Banking Advisor

National Black MBA Association; Charleston (SC); On-site; USD 32,000 - 45,000; Full time

Job summary

Bank of America is seeking an engaging team member to educate clients in the lobby and assist with self-service options like mobile and online banking. The role focuses on processing cash transactions accurately, building client relationships, and connecting clients with solutions to meet financial goals.

The position requires strong communication, adaptability, and the ability to work weekends or extended hours at various locations. A high school diploma or equivalent is required.

Qualifications

• Minimum education: High School Diploma or GED or equivalent.
• Experience in financial services or customer-facing roles is a plus.
• Ability to learn and adapt to new information and technology platforms.

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 to do what is right for clients and the bank, adhering to laws and regulations.
• Grows business knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience and service quality.
• 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

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking an engaging team member to educate clients in the lobby and assist with self-service options like mobile and online banking. The role focuses on processing cash transactions accurately, building client relationships, and connecting clients with solutions to meet financial goals.

The position requires strong communication, adaptability, and the ability to work weekends or extended hours at various locations. A high school diploma or equivalent is required.