Client Banking & Relationship Advisor

Bank of America; Rosenberg (TX); On-site; USD 36,000 - 52,000; Full time

Job summary

Bank of America is actively seeking a client-focused team member for its financial center. The role emphasizes engaging clients in-branch, guiding them to self-service options, handling cash, and delivering tailored financial solutions.

The position requires strong communication, relationship-building, and problem-solving skills, with flexibility to work weekends or extended hours as needed. Training will occur at a designated center before possible relocation within commuting distance.

Qualifications

• Bachelor’s degree or business-related associate degree required.
• Experience in financial services is preferred.
• One year of demonstrated sales experience in a salary-plus-incentive environment with individual sales goals.
• Six months of cash handling experience.

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

Business acumen

Customer focus

Oral communication

Problem solving

Account management

Client experience

Client management

Client solutions

Relationship building

Business development

Pipeline management

Prospecting

Referral identification

Referral management

Education

Bachelor’s degree or business associate degree

Job description

Bank of America is actively seeking a client-focused team member for its financial center. The role emphasizes engaging clients in-branch, guiding them to self-service options, handling cash, and delivering tailored financial solutions.

The position requires strong communication, relationship-building, and problem-solving skills, with flexibility to work weekends or extended hours as needed. Training will occur at a designated center before possible relocation within commuting distance.