Client Experience & Relationship Advisor

Bank of America; League City (TX); On-site; USD 42,000 - 54,000; Full time

Job summary

Bank of America is seeking a client-centric associate to engage clients in the lobby, educate them on self-service banking, and process cash transactions accurately. You will build relationships, understand client needs, and connect them with suitable banking solutions to support their financial goals.

This in-office role requires strong communication, adaptability, and a focus on delivering exceptional client experiences.

Qualifications

• Strong work ethic and results-oriented approach.
• Ability to educate clients on self-service banking options (ATM, online, mobile).
• Comfortable engaging a wide range of clients and building relationships.
• Able to learn new information and adapt to technology platforms.

Responsibilities

• Engage clients in the lobby to educate and assist with self-service transactions.
• Process cash transactions accurately and efficiently.
• Develop deep conversations to understand client financial goals.
• Refer clients to solutions to meet those goals in line with policies.

Skills

Adaptability

Customer focus

Relationship building

Communication

Problem solving

Time management

Sales orientation

Education

Bachelor's degree

Business-related associate degree

Tools

Self-service banking tools

Job description

Bank of America is seeking a client-centric associate to engage clients in the lobby, educate them on self-service banking, and process cash transactions accurately. You will build relationships, understand client needs, and connect them with suitable banking solutions to support their financial goals.

This in-office role requires strong communication, adaptability, and a focus on delivering exceptional client experiences.