Personal Banking & Solutions Advisor

Bank of America; Philadelphia (Philadelphia County); On-site; USD 36,000 - 46,000; Full time

Job summary

Bank of America is seeking a client service associate to educate clients in-branch and assist with self-service banking options. You will process cash transactions and engage in conversations to understand clients' financial goals, connecting them with suitable solutions.

The role emphasizes building relationships, delivering an excellent client experience, and working within established processes to ensure risk and regulatory compliance. Weekend and extended hours may be required.

Qualifications

• Demonstrates adaptability and results orientation.
• Strong communication skills for engaging clients.
• Proven ability to build relationships and advise clients.
• Experience in customer service or sales helpful.
• Comfortable with learning new information and technology.

Responsibilities

• Engage clients in lobby to educate and assist with transactions.
• Process cash transactions accurately and efficiently.
• Develop in-depth knowledge of client financial needs and goals.
• Connect clients to solutions across banking products and services.
• Manage center traffic, appointments, and outbound calls.
• Drive the client experience and uphold risk and compliance standards.

Skills

Adaptability

Customer focus

Relationship building

Problem solving

Communication

Time management

Sales orientation

Team collaboration

Education

Bachelor's Degree

Associate's Degree (business-related)

Job description

Bank of America is seeking a client service associate to educate clients in-branch and assist with self-service banking options. You will process cash transactions and engage in conversations to understand clients' financial goals, connecting them with suitable solutions.

The role emphasizes building relationships, delivering an excellent client experience, and working within established processes to ensure risk and regulatory compliance. Weekend and extended hours may be required.