Banking Relationship Advisor

Bank of America; Norwalk (CA); On-site; USD 39,000 - 55,000; Full time

Job summary

Bank of America is seeking a customer-focused associate for in-branch support, handling transactions and guiding clients through self-service options. You will educate clients, process cash activities, and work to understand their financial priorities to connect them with suitable products.

The role emphasizes building relationships, following policies, and collaborating with banking experts to serve clients effectively. Weekend availability may be required.

Qualifications

• Enthusiastic self-starter with strong work ethic and client focus.
• Effective collaborator, builds relationships to meet financial needs.
• Able to learn new information and technology platforms.

Responsibilities

• Engage clients in lobby to educate and assist with transactions.
• Process cash transactions accurately and efficiently.
• Conduct deep conversations to understand financial goals and connect to solutions.
• Manage client experience and cash responsibilities.

Skills

Adaptability

Customer focus

Communication

Problem solving

Relationship building

Time management

Sales awareness

Multi-tasking

Education

Bachelor's Degree in Business/Finance

Job description

Bank of America is seeking a customer-focused associate for in-branch support, handling transactions and guiding clients through self-service options. You will educate clients, process cash activities, and work to understand their financial priorities to connect them with suitable products.

The role emphasizes building relationships, following policies, and collaborating with banking experts to serve clients effectively. Weekend availability may be required.