In-Branch Financial Solutions Advisor

Bank of America; West Chester (Chester County); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America is hiring a client-focused team member to engage clients in the lobby, educating them on self-service options like ATM, online and mobile banking, and helping conduct transactions. You will manage cash activities and build relationships to understand financial goals while following bank procedures.

Ideal candidates will communicate effectively, adapt to new tech, and be able to work weekends or extended hours as needed, contributing to a strong client experience and compliant

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Ability to learn and adapt to new information and technology platforms.
• Comfortable educating clients on self-service banking options (ATM, online, mobile).
• Ability to identify solutions for client needs and build relationships.
• Willingness to work weekends and extended hours as needed.
• Knowledge of financial services products and solutions a plus.

Responsibilities

• Executes risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes to do what is right for clients and the bank.
• Grows knowledge by partnering with experts in small business, lending and investments.
• Manages center traffic, appointments, and outbound calls.
• Drives the client experience and 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 hiring a client-focused team member to engage clients in the lobby, educating them on self-service options like ATM, online and mobile banking, and helping conduct transactions. You will manage cash activities and build relationships to understand financial goals while following bank procedures.

Ideal candidates will communicate effectively, adapt to new tech, and be able to work weekends or extended hours as needed, contributing to a strong client experience and compliant