Personal Banking & Solutions Advisor

Bank of America; Savannah (GA); On-site; USD 38,000 - 52,000; Full time

Job summary

Bank of America is seeking a Customer Service Associate to engage clients in-branch, educate them on self-service options, and process transactions accurately and efficiently. You will build relationships to understand clients' financial needs and connect them with suitable solutions.

The role involves deep client conversations, adherence to laws and bank guidelines, and supporting cash handling and service goals in a fast-paced environment. Weekend and extended hours may be required.

Qualifications

• Self-starter with a strong work ethic and results focus.
• Collaborates effectively to meet client needs.
• Displays passion and drive to improve clients' financial lives.
• Able to identify solutions for new and existing clients.

Responsibilities

• Execute the bank's risk culture and strive for operational excellence.
• Build relationships with clients to meet financial needs.
• Follow established processes and guidelines to do what is right for clients and the bank.
• Grow business knowledge by partnering with experts in small business, lending, and investments.
• Manage center traffic, appointments, and outbound calls effectively.
• Drive the client experience.
• Manage cash responsibilities.

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Client Management

Client Solutions

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma or GED

Job description

Bank of America is seeking a Customer Service Associate to engage clients in-branch, educate them on self-service options, and process transactions accurately and efficiently. You will build relationships to understand clients' financial needs and connect them with suitable solutions.

The role involves deep client conversations, adherence to laws and bank guidelines, and supporting cash handling and service goals in a fast-paced environment. Weekend and extended hours may be required.