Client Banking Advisor & Relationship Builder

Bank of America; Missouri City (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America is seeking a front-line financial center professional to engage clients in the lobby, educate them on self-service options, and accurately process cash transactions. The role emphasizes understanding clients' financial goals and connecting them to suitable solutions.

Responsibilities include maintaining risk discipline, building client relationships, and coordinating with experts in lending and investments to meet client needs.

Qualifications

• Enthusiastic, highly motivated self-starter focused on results.
• Able to learn and adapt to new information and technology platforms.
• Confident in educating clients on simple banking transactions via self-service tools.

Responsibilities

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

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Management

Pipeline Management

Prospecting

Referral Identification

Referral Management

Relationship Building

Education

Bachelor’s degree or equivalent (business management/administration/finance)

Job description

Bank of America is seeking a front-line financial center professional to engage clients in the lobby, educate them on self-service options, and accurately process cash transactions. The role emphasizes understanding clients' financial goals and connecting them to suitable solutions.

Responsibilities include maintaining risk discipline, building client relationships, and coordinating with experts in lending and investments to meet client needs.