Client Banking Relationship Advisor

Bank of America Corporation; Austin (TX); Vor Ort; USD 23.000 - 30.000; Vollzeit

Zusammenfassung

Bank of America Corporation seeks an in-branch client associate to educate customers on self-service banking and process cash transactions accurately. You will build relationships, uncover financial needs, and connect clients to appropriate solutions.

The role emphasizes exceptional service, strong compliance, and teamwork. Bilingual Spanish is highly valued, and you may work weekends or extended hours as needed.

Qualifikationen

• Experience in customer service in financial services is preferred.
• Spanish bilingualism is highly desired for this role.
• Sales experience in a salary plus incentive environment is a plus.
• Cash handling experience is beneficial.
• Bachelor’s degree or related business credential is favored.

Aufgaben

• Engage clients in the lobby and educate on self-service tools.
• Process cash transactions accurately and efficiently.
• Develop in-depth knowledge of financial products to suggest solutions.
• Build relationships to meet clients' financial needs and goals.
• Manage center traffic, appointments, and outbound calls effectively.
• Drive the client experience and uphold risk/compliance standards.

Kenntnisse

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

Ausbildung

Bachelor's degree

Jobbeschreibung

Bank of America Corporation seeks an in-branch client associate to educate customers on self-service banking and process cash transactions accurately. You will build relationships, uncover financial needs, and connect clients to appropriate solutions.

The role emphasizes exceptional service, strong compliance, and teamwork. Bilingual Spanish is highly valued, and you may work weekends or extended hours as needed.