Client Banking Advisor & Relationship Builder

National Black MBA Association; Kennewick (WA); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America in Kennewick, WA seeks a client-focused team member to educate clients and assist with transactions via self-service channels. The role emphasizes accurate cash handling and deep client conversations to align financial solutions with goals.

The position requires strong communication, relationship-building, and adherence to laws and bank policies. Availability for weekends or extended hours may be required to serve clients across centers.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus.
• Collaborates effectively to build relationships and deliver client value.
• Able to learn and adapt to new information and technology platforms.
• Confident in educating clients on using self-service banking tools.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes and guidelines to act in the client's and bank's best interest.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls.
• Drives the client experience and manages cash responsibilities.

Skills

Enthusiasm

Strong work ethic

Relationship building

Effective communication

Client focus

Problem solving

Adaptability

Learn new platforms

Self-service tech education

Education

Bachelor's Degree or business-related Associate’s Degree

Job description

Bank of America in Kennewick, WA seeks a client-focused team member to educate clients and assist with transactions via self-service channels. The role emphasizes accurate cash handling and deep client conversations to align financial solutions with goals.

The position requires strong communication, relationship-building, and adherence to laws and bank policies. Availability for weekends or extended hours may be required to serve clients across centers.