Client Relationship Advisor — Banking & Solutions

Bank of America; Dumfries; On-site; GBP 26,000 - 32,000; Full time

Job summary

Bank of America is recruiting for a client-facing role in the United Kingdom, focused on educating clients about self-service banking and processing transactions with accuracy. The position emphasizes building relationships, delivering an exceptional client experience, and adhering to regulatory standards.

In this role, you will manage cash responsibilities, handle inquiries, and grow your knowledge across small business, lending, and investments while aligning with in-office culture and

Qualifications

• Enthusiastic, highly motivated self-starter with strong work ethic and intense focus on results.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Capable of educating clients on self-service banking and technology platforms.
• Applies strong critical thinking to meet clients' needs and follow established processes.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Grows business knowledge and network by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience.
• Manages cash responsibilities.

Skills

Customer focus

Relationship building

Problem solving

Communication

Adaptability

Sales orientation

Self-motivation

Time management

Learning new tech

Education

Bachelor's Degree or business-relevant Associate’s Degree

High School Diploma / GED

Job description

Bank of America is recruiting for a client-facing role in the United Kingdom, focused on educating clients about self-service banking and processing transactions with accuracy. The position emphasizes building relationships, delivering an exceptional client experience, and adhering to regulatory standards.

In this role, you will manage cash responsibilities, handle inquiries, and grow your knowledge across small business, lending, and investments while aligning with in-office culture and