Client Banking Advisor: Growth & Relationships

Bank of America; Upper Marlboro (MD); On-site; USD 36,000 - 44,000; Full time

Job summary

Bank of America in the United States (Upper Marlboro, MD) seeks a customer-focused associate to guide financial center clients through everyday banking needs and complex solutions. You will connect clients with specialists, educate on self-service options, and foster strong relationships to enhance financial well-being.

The role emphasizes outbound client engagement, accurate processing, and adherence to regulatory requirements while supporting a high-volume service environment.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Strong written and verbal communication skills.
• Demonstrates effective time management and ability to handle multiple tasks.

Responsibilities

• Partners with teams to provide consumer and small business solutions in line with client needs.
• Educates clients on self-serve and assisted banking options.
• Ensures regulatory compliance and accurate service delivery.

Skills

Active Listening

Client Focus

Relationship Building

Problem Solving

Sales

Communication

Time Management

Education

High School Diploma / GED

Associate's Degree

Bachelor's Degree

Job description

Bank of America in the United States (Upper Marlboro, MD) seeks a customer-focused associate to guide financial center clients through everyday banking needs and complex solutions. You will connect clients with specialists, educate on self-service options, and foster strong relationships to enhance financial well-being.

The role emphasizes outbound client engagement, accurate processing, and adherence to regulatory requirements while supporting a high-volume service environment.