Client Banking Advisor & Relationship Builder

National Black MBA Association; United States; On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America is seeking a client-focused associate to engage clients in the lobby, educate them on self-service banking options, and process cash transactions accurately. The role emphasizes deep conversations to uncover financial priorities and connect clients with suitable solutions.

The position requires a proactive, results-driven individual who can manage time, handle cash, and grow knowledge across small business, lending, and investments. Weekend/extended hours may be required.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates effectively to build relationships and get things done.
• Passion and drive to improve clients' financial lives.
• Able to identify solutions for new and existing clients based on needs.
• Confident communicator able to engage all clients.

Responsibilities

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

Skills

Adaptability

Customer Focus

Relationship Building

Problem Solving

Communication

Time Management

Sales Experience

Cash Handling

Learning Agility

Sales Goals

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a client-focused associate to engage clients in the lobby, educate them on self-service banking options, and process cash transactions accurately. The role emphasizes deep conversations to uncover financial priorities and connect clients with suitable solutions.

The position requires a proactive, results-driven individual who can manage time, handle cash, and grow knowledge across small business, lending, and investments. Weekend/extended hours may be required.