Client Banking Advisor | Relationship Builder

ghr; Casa Grande (AZ); On-site; USD 38,000 - 48,000; Full time

Job summary

Bank of America is seeking a client-focused professional to engage clients in the lobby and educate them on self-service banking options. You will process cash transactions accurately while building relationships to meet their financial needs.

This role requires the ability to have in-depth conversations about financial goals and to connect clients with suitable solutions. You'll work within an in-office setting with regular weekends and extended hours as needed.

Qualifications

• Experience in financial services industry.
• Sales experience in a salary plus incentive environment with individual sales goals.
• Cash handling experience is a plus.
• Bachelor's Degree or business-relevant Associate’s Degree in business-related field.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions through self-service resources.
• Process cash transactions accurately and efficiently.
• Develop deep conversations to understand clients' financial goals and connect them to solutions.
• Build relationships with clients to meet financial needs.
• Follow processes and guidelines while complying with laws and regulations.
• Manage center traffic, appointments, and outbound calls; drive client experience.

Skills

Adaptability

Business Acumen

Customer 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 such as business management, business administration or finance

Job description

Bank of America is seeking a client-focused professional to engage clients in the lobby and educate them on self-service banking options. You will process cash transactions accurately while building relationships to meet their financial needs.

This role requires the ability to have in-depth conversations about financial goals and to connect clients with suitable solutions. You'll work within an in-office setting with regular weekends and extended hours as needed.