Financial Center Client Associate

Job Description

Financial Center Client Associate | Bank of America

The Tone:
This is a full-time in-office role at Bank of America, located within a financial center. At Bank of America, the core purpose is to help make financial lives better through strong connections, driving Responsible Growth. This position plays a direct role in that mission by educating clients on self-service banking, efficiently handling transactions, and engaging in deep conversations to understand their financial goals and connect them with suitable solutions.

The TL;DR
• Role: Full Time
• Type: Full-time
• Mission: To engage, educate, and assist clients with banking transactions and solutions, focusing on their financial priorities.
• Tech Stack: Mobile banking, online banking, ATM

What You’ll Actually Do
• Client Education & Assistance: Engage clients within the financial center lobby to provide education and assistance with various transactions, primarily leveraging self-service resources such as mobile banking, online banking, and ATMs.
• Cash Management: Accurately and efficiently process cash transactions for clients, ensuring secure handling and adherence to all established cash responsibilities.
• Financial Needs Assessment: Conduct in-depth conversations with clients to thoroughly understand their financial situations and life priorities, then connect them with appropriate banking and financial solutions that directly align with their specific goals.
• Operational Management: Execute the bank’s established risk culture and strive for operational excellence by following guidelines in daily activities, managing financial center traffic and appointments, and making outbound calls effectively.
• Relationship & Growth: Build strong client relationships to meet their evolving financial needs and expand professional knowledge and networks by collaborating with internal experts in areas such as small business, lending, and investments.

The Must-Haves
• Background: Minimum requirement of a High School Diploma, GED, or equivalent secondary schooling. This role is suited for individuals capable of directly engaging clients, adhering to strict financial regulations, and growing within a structured banking environment.
• Experience: Demonstrated ability to learn and adapt to new information and technology platforms swiftly, coupled with confidence in educating clients on self-service banking technologies. Requires strong critical thinking and problem-solving skills to effectively meet diverse client needs, and the capacity to efficiently manage time and capacity. Must be able to work weekends and/or extended hours, and travel to different financial center locations within a reasonable distance as required.
• Skills: Adaptability, Business Acumen, Customer and Client Focus, Oral Communications, Problem Solving, Client Solutions Advisory, Relationship Building.
• Bonus: Prior experience in financial services with knowledge of industry products and solutions, one year of proven successful sales experience in a salary plus incentive environment with individual sales goals, six months of cash handling experience, or a Bachelor’s Degree or business-relevant Associate’s Degree (e.g., business management, business administration, or finance).