In-Branch Client Experience Advisor

Bank of America Corporation; Marco Island (FL); On-site; USD 32,000 - 52,000; Full time

Job summary

Bank of America Corporation is seeking an in-branch team member to engage clients in the lobby, educate them on self-service banking, and process cash transactions. You will build relationships to identify solutions that align with clients' financial goals and collaborate with specialists across banking, lending, and investments.

The role requires strong communication and weekend availability. The position emphasizes operational excellence, adherence to laws, and delivering value through a

Qualifications

• Self-starter with strong work ethic and results focus
• Collaborates effectively to meet client goals
• Passion and drive to improve clients' financial lives
• Able to identify solutions for client needs
• Strong communication and comfort engaging all clients
• Learns and adapts to new information and technology platforms
• Educates clients on self-service banking (ATM/online/mobile)
• Strong problem-solving to meet client needs
• Adheres to laws and bank processes in daily activities
• Willing to work weekends/extended hours as needed

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 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

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma or GED

Bachelor's Degree or Associate’s Degree in Business/Finance

Job description

Bank of America Corporation is seeking an in-branch team member to engage clients in the lobby, educate them on self-service banking, and process cash transactions. You will build relationships to identify solutions that align with clients' financial goals and collaborate with specialists across banking, lending, and investments.

The role requires strong communication and weekend availability. The position emphasizes operational excellence, adherence to laws, and delivering value through a