Client Banking Advisor - Relationship Builder

Bank of America; Fairway (KS); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America in the United States seeks a client-facing associate to educate clients about self-service banking and to process cash transactions accurately. You will build relationships, identify financial needs, and connect clients with suitable solutions that fit their goals.

Responsibilities include managing center traffic, scheduling, and outbound calls while adhering to all laws and internal guidelines. This role requires strong communication and a customer-first mindset.

Qualifications

• Bachelor's or business-related associate degree preferred.
• Strong communication, sales and relationship-building skills.
• Ability to learn and adapt to financial platforms and processes.

Responsibilities

• Engage clients in the lobby to educate and assist with self-service banking.
• Process cash transactions accurately and efficiently for clients.
• Develop deep conversations to understand financial goals and connect to suitable solutions.
• Build relationships to meet financial needs and expand client base.
• Adhere to laws, regulations and internal guidelines in daily activities.
• Manage center traffic, appointments, and outbound calls to optimize client experience.

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

Job description

Bank of America in the United States seeks a client-facing associate to educate clients about self-service banking and to process cash transactions accurately. You will build relationships, identify financial needs, and connect clients with suitable solutions that fit their goals.

Responsibilities include managing center traffic, scheduling, and outbound calls while adhering to all laws and internal guidelines. This role requires strong communication and a customer-first mindset.