Client Banking & Relationship Advisor

Bank of America; The Woodlands (TX); On-site; USD 36,000 - 54,000; Full time

Job summary

Bank of America is hiring a client-focused associate to engage in the lobby, educate customers about self-service options, and accurately process cash transactions. This in-office role emphasizes building relationships, following bank processes, and delivering excellent client experiences across the branch network.

The position requires strong communication, sales orientation, and the ability to work on weekends or extended hours as needed.

Qualifications

• Experience in financial services and knowledge of financial services industry, products and solutions.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance.

Responsibilities

• Engages clients in the lobby to educate and assist with conducting transactions through self-service resources (mobile/online banking, ATM).
• Builds relationships with clients to meet financial needs and educate on products.
• Follows established processes and guidelines to do what is right for clients and the bank, complying with laws and regulations.
• Drives client experience and supports cross-sell opportunities by connecting clients to suitable solutions.

Skills

Adaptability

Business Acumen

Customer 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

Bachelor’s degree or business relevant associate degree

Job description

Bank of America is hiring a client-focused associate to engage in the lobby, educate customers about self-service options, and accurately process cash transactions. This in-office role emphasizes building relationships, following bank processes, and delivering excellent client experiences across the branch network.

The position requires strong communication, sales orientation, and the ability to work on weekends or extended hours as needed.