Financial Center Client Associate

Job Description

About the Job

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description

This role is responsible for engaging clients in the financial center lobby to educate and assist them with transactions using self-service resources such as mobile banking, online banking, or ATM. A key aspect of this role involves accurately and efficiently processing cash transactions for clients when necessary. The successful candidate will engage in deep conversations with clients to understand their financial and life priorities, connecting them with appropriate solutions that align with their financial goals.

Responsibilities

• Executes the bank’s risk culture and strives for operational excellence.
• Builds relationships with clients to meet their financial needs.
• Follows established processes and guidelines in daily activities to ensure the best outcome for clients and the bank, adhering to all applicable laws and regulations.
• Grows business knowledge and expands professional network by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience, ensuring high levels of satisfaction.
• Manages cash responsibilities accurately and securely.

Required Qualifications

• An enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results, always acting in the best interest of the client.
• Collaborates effectively to achieve goals, building and nurturing strong relationships.
• Displays passion, commitment, and drive to deliver an experience that improves our clients’ financial lives.
• Confident in identifying and proposing solutions for new and existing clients based on their specific needs.
• Communicates effectively and confidently, comfortable engaging with all clients.
• Ability to learn and adapt to new information and technology platforms swiftly.
• Confident in educating clients on how to conduct simple banking transactions through self-service technologies (e.g., ATM, online banking, mobile banking).
• Applies strong critical thinking and problem-solving skills to meet clients’ needs.
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Efficiently manages time and capacity to maximize productivity.
• Focuses on delivering results while consistently acting in the best interest of the client.
• Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance.

Desired Qualifications

• Experience in financial services and knowledge of the financial services industry, products, and solutions.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor’s Degree or business-relevant Associate’s Degree such as business management, business administration, or finance.

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

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift: 1st shift (United States of America)

Hours Per Week: 40