Client Banking Relationship Advisor

Bank of America; Monroeville (Allegheny County); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America is hiring for a client-facing role in the lobby to educate and assist customers with self‑service options such as mobile banking, online banking, and ATM transactions. The role emphasizes accurate cash handling and building deep client relationships to connect customers with suitable financial solutions.

Applicants should demonstrate strong communication, problem-solving, and the ability to work weekends or extended hours across locations within a reasonable distance, with a

Qualifications

• Bachelor's Degree or business-relevant Associate’s Degree is required or preferred.
• Strong interpersonal and communication skills to engage clients effectively.
• Ability to learn and adapt to new information and technology platforms.
• Experience in financial services or cash handling is a plus.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network 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

Customer and Client Focus

Oral Communications

Problem Solving

Relationship Building

Client Solutions Advisory

Business Development

Pipeline Management

Education

Bachelor's Degree or business-relevant Associate’s Degree (business management, business administration or finance)

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is hiring for a client-facing role in the lobby to educate and assist customers with self‑service options such as mobile banking, online banking, and ATM transactions. The role emphasizes accurate cash handling and building deep client relationships to connect customers with suitable financial solutions.

Applicants should demonstrate strong communication, problem-solving, and the ability to work weekends or extended hours across locations within a reasonable distance, with a