Personal Banking Advisor

Bank of America; Gresham (OR); On-site; USD 34,000 - 42,000; Full time

Job summary

Bank of America in Oregon seeks a client-focused associate to engage clients in the lobby, educate them on self-service tools, and process cash transactions accurately. You will build relationships, understand client needs, and connect them with banking solutions.

The role requires adherence to laws and bank policies while delivering a high-quality client experience and collaborating with specialists in lending and investments. Availability for varied shifts is expected.

Qualifications

• Minimum Education: High School Diploma or GED.
• Bachelor’s or business-related Associate’s Degree preferred.
• Experience in financial services is a plus.

Responsibilities

• Engage clients in the lobby and assist with transactions.
• Educate clients on self-service options (ATM, online, mobile).
• Build relationships and understand client financial goals.
• Manage cash responsibilities and drive the client experience.
• Follow processes, laws, and bank guidelines in all interactions.
• Coordinate with experts in lending, investments, and small business.

Skills

Adaptability

Business acumen

Customer focus

Oral communications

Problem solving

Account management

Client experience

Relationship building

Client solutions advisory

Prospecting

Referral management

Education

Bachelor’s Degree

Associate’s Degree (business related)

High School Diploma or GED

Job description

Bank of America in Oregon seeks a client-focused associate to engage clients in the lobby, educate them on self-service tools, and process cash transactions accurately. You will build relationships, understand client needs, and connect them with banking solutions.

The role requires adherence to laws and bank policies while delivering a high-quality client experience and collaborating with specialists in lending and investments. Availability for varied shifts is expected.