Client Banking Advisor: Relationship Builder & Solutions

Bank of America Corporation; Kyle (TX); On-site; USD 34,000 - 54,000; Full time

Job summary

Bank of America Corporation in the United States is seeking a client-focused professional to engage lobby clients and educate on self-service banking, online/mobile options, and ATM usage.

You will accurately process cash transactions, build relationships to meet financial needs, and guide clients to solutions while ensuring compliance with laws and internal guidelines. Weekend shifts may be required.

Qualifications

• Self-starter with strong work ethic and results focus for client outcomes.
• Ability to collaborate and build strong client relationships.
• Passion and drive to deliver financial life improvements for clients.
• Comfort identifying solutions for new and existing clients based on their needs.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions via self-service resources.
• Accurately process cash transactions and handle client interactions with care.
• Build relationships to meet financial needs and connect clients to solutions.
• Follow processes and comply with laws and bank guidelines.
• Grow knowledge by partnering with experts across small business, lending, and investments.
• Manage center traffic, appointments, and outbound calls effectively.

Skills

Adaptability

Client Focus

Relationship Building

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance

Job description

Bank of America Corporation in the United States is seeking a client-focused professional to engage lobby clients and educate on self-service banking, online/mobile options, and ATM usage.

You will accurately process cash transactions, build relationships to meet financial needs, and guide clients to solutions while ensuring compliance with laws and internal guidelines. Weekend shifts may be required.