Client Banking Advisor: Build Relationships & Solutions

Bank of America; Jacksonville (TX); On-site; USD 38,000 - 58,000; Full time

Job summary

Bank of America is seeking a customer-focused professional to assist clients in-branch with transactions and self-service tools. You will educate customers on mobile/online banking and ATM use while maintaining strong cash handling and risk controls.

Role emphasizes building trusted relationships, understanding client needs, and connecting them to appropriate financial solutions. Occasional weekend or extended hours may apply based on location.

Qualifications

• Demonstrates adaptability and customer-centric focus.
• Effective communication and relationship-building across teams.
• Understanding of financial services products and client needs.

Responsibilities

• Engage clients in lobby to assist with transactions and educate on self-service tools.
• Process cash transactions accurately and efficiently while ensuring risk controls.
• Build relationships to meet financial needs and connect clients to suitable solutions.
• Follow established processes and guidelines to comply with laws and regulations.
• Develop knowledge through collaboration with experts in small business, lending, and investments.

Skills

Adaptability

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Branding

Client Management

Client Solutions

Advisory

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

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

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a customer-focused professional to assist clients in-branch with transactions and self-service tools. You will educate customers on mobile/online banking and ATM use while maintaining strong cash handling and risk controls.

Role emphasizes building trusted relationships, understanding client needs, and connecting them to appropriate financial solutions. Occasional weekend or extended hours may apply based on location.