Client Banking & Relationship Advisor

Bank of America; Georgia; On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America is hiring for a frontline Client Services role in the United States. The position engages clients in the lobby, educates them on self-service resources, and processes cash transactions while uncovering financial goals.

You will build trusted relationships, follow established processes, and connect clients with suitable banking solutions. Flexibility for extended hours and weekends is required to meet business needs.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Able to collaborate effectively and build relationships.
• Passion and drive to improve clients’ financial lives.
• Confident in identifying solutions based on client needs.

Responsibilities

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

Skills

Self-motivation

Relationship building

Communication

Adaptability

Cash handling

Problem solving

Education

High School Diploma or equivalent

Bachelor’s degree preferred

Job description

Bank of America is hiring for a frontline Client Services role in the United States. The position engages clients in the lobby, educates them on self-service resources, and processes cash transactions while uncovering financial goals.

You will build trusted relationships, follow established processes, and connect clients with suitable banking solutions. Flexibility for extended hours and weekends is required to meet business needs.