Personal Banking & Client Solutions Advisor

Bank of America; North Providence (RI); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Job summary

Bank of America is seeking a client-focused team member to engage customers in the lobby, educate on self-service options, and process cash transactions accurately. You will build relationships, identify client needs, and connect customers to banking solutions while adhering to policies and regulatory requirements.

The role requires strong communication, collaboration, and problem-solving skills, with weekend/extended hours possible and in-office work at multiple RI locations.

Qualifications

• Is enthusiastic, highly motivated self-starter with a strong work ethic and results focus.
• Collaborates effectively to build relationships and get things done.
• Delivers an experience that improves clients' financial lives with proactive service.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes and guidelines to do what is right for clients and the bank, compliant with laws.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls to improve service.
• Drives the client experience and ensures smooth cash handling.
• Represents the bank with professionalism and integrity.

Skills

Adaptability

Business Acumen

Customer 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

Bachelor's Degree or business-relevant Associate's Degree (e.g., business management, business administration, or finance)

Job description

Bank of America is seeking a client-focused team member to engage customers in the lobby, educate on self-service options, and process cash transactions accurately. You will build relationships, identify client needs, and connect customers to banking solutions while adhering to policies and regulatory requirements.

The role requires strong communication, collaboration, and problem-solving skills, with weekend/extended hours possible and in-office work at multiple RI locations.