Client Banking & Relationship Advisor

Bank of America Corporation; Plano (TX); On-site; USD 22,000 - 30,000; Full time

Job summary

Bank of America Corporation is seeking a Frontline Financial Associate to engage clients in the lobby, educate them on self-service options, and process cash transactions with accuracy. You will build relationships to meet financial needs and support the client experience.

The role requires strong communication, cash handling experience, and the ability to work weekends or extended hours as needed at various financial centers.

Qualifications

• Strong client service orientation and the ability to connect with customers
• Clear communication skills and confidence in engaging clients
• Demonstrated sales aptitude to connect clients with financial solutions
• Experience handling cash and processing transactions accurately
• Analytical mindset with ability to resolve issues quickly and professionally

Responsibilities

• Engage clients in the lobby to educate and assist with self-service resources
• Process cash transactions accurately and efficiently
• Carry out conversations to understand client needs and guide them to appropriate solutions
• Build relationships with clients to meet financial needs and drive service quality
• Assist with managing center flow, appointments, and outbound outreach

Skills

Customer focus

Communication

Sales orientation

Cash handling

Problem solving

Education

High School Diploma

Job description

Bank of America Corporation is seeking a Frontline Financial Associate to engage clients in the lobby, educate them on self-service options, and process cash transactions with accuracy. You will build relationships to meet financial needs and support the client experience.

The role requires strong communication, cash handling experience, and the ability to work weekends or extended hours as needed at various financial centers.