Client Banking & Relationship Advisor

National Black MBA Association; Stone Mountain (GA); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America in Georgia is seeking a customer-focused associate to engage clients in the lobby, educate them on self-service options, and process cash transactions accurately.

The role emphasizes building relationships, driving the client experience, and collaborating with experts to meet financial goals while adhering to laws and regulations. Flexible weekends/extended hours may be required.

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus.
• Collaborates effectively to build and nurture client relationships.
• Able to explain solutions and educate clients on self-service banking.
• Familiar with learning new technology platforms.
• Willing to work weekends or extended hours within distance.

Responsibilities

• Executes risk culture and aims for operational excellence.
• Builds client relationships to meet financial needs.
• Follows processes, adheres to laws and regulations.
• Grows knowledge by partnering with experts in small business, lending, investments.
• Manages center traffic, appointments, and outbound calls.
• Drives client experience and manages cash responsibilities.

Skills

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

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Georgia is seeking a customer-focused associate to engage clients in the lobby, educate them on self-service options, and process cash transactions accurately.

The role emphasizes building relationships, driving the client experience, and collaborating with experts to meet financial goals while adhering to laws and regulations. Flexible weekends/extended hours may be required.