Banking Relationship Advisor

Bank of America; United States; On-site; USD 52,000 - 56,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America in the United States seeks a Client Service Associate to greet clients in the lobby and educate them on self-service options, including mobile, online banking, and ATMs. You will accurately process cash transactions and ask insightful questions to understand financial priorities.

The role emphasizes building relationships, partnering with specialists, handling cash responsibly, and delivering a smooth client experience.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Effective collaboration to build relationships and serve clients.
• Ability to learn and adapt to new information and technology platforms.
• Ability to educate clients on self-service banking options such as ATM/online/mobile banking.
• Flexible to work weekends or extended hours as needed.

Responsibilities

• Educate and assist clients with self-service banking options.
• Process cash transactions accurately and efficiently.
• Build relationships to meet clients' financial needs.
• Manage client flow, appointments, and outbound calls effectively.
• Follow established processes and comply with laws and regulations.

Skills

Adaptability

Client Focus

Oral Communications

Problem Solving

Account Management

Relationship Building

Referral Management

Education

High School Diploma

Bachelor's Degree or related Associate’s

Job description

Bank of America in the United States seeks a Client Service Associate to greet clients in the lobby and educate them on self-service options, including mobile, online banking, and ATMs. You will accurately process cash transactions and ask insightful questions to understand financial priorities.

The role emphasizes building relationships, partnering with specialists, handling cash responsibly, and delivering a smooth client experience.