Banking Client Relationship Advisor

94-1687665 Bank of America, National Association; United States; On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America is hiring a customer-focused team member to engage clients in-branch, educate on self-service options, and process everyday transactions. You will build relationships, support financial goals, and ensure accurate cash handling while delivering a high-quality client experience.

This full-time role requires effective communication, adaptability, and a proactive sales mindset to connect clients with the right solutions and services.

Qualifications

• Experience in financial services or sales is preferred.
• Bachelor's degree or associate degree in business-related field is desired.
• Strong communication and customer-service orientation required.

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 service

Cash handling

Sales experience

Communication skills

Adaptability

Education

Bachelor's degree or business relevant associate degree such as business management, business administration, or finance

Job description

Bank of America is hiring a customer-focused team member to engage clients in-branch, educate on self-service options, and process everyday transactions. You will build relationships, support financial goals, and ensure accurate cash handling while delivering a high-quality client experience.

This full-time role requires effective communication, adaptability, and a proactive sales mindset to connect clients with the right solutions and services.