Client Experience & Relationship Banking Advisor

Bank of America Corporation; Puyallup (WA); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America is hiring for a frontline client service role in the United States. You will engage clients in the lobby, educate on self-service options, and process cash transactions accurately while building long-term relationships that support financial goals.

Key responsibilities include handling branch traffic, appointments, and outbound calls, partnering with experts in lending and investments, and delivering a superb client experience while complying with laws and internal processes.

Qualifications

• Demonstrates strong work ethic and results orientation.
• Builds and nurtures client relationships to meet needs.
• Communicates clearly and confidently with clients.
• Learns and adapts to new information and platforms.
• Educates clients on self-service banking options.
• Adheres to laws, regulations, and internal processes.

Responsibilities

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

Skills

Adaptability

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Account Management

Client Management

Education

High School Diploma / GED

Bachelor's Degree

Associate's Degree in Business/Finance

Job description

Bank of America is hiring for a frontline client service role in the United States. You will engage clients in the lobby, educate on self-service options, and process cash transactions accurately while building long-term relationships that support financial goals.

Key responsibilities include handling branch traffic, appointments, and outbound calls, partnering with experts in lending and investments, and delivering a superb client experience while complying with laws and internal processes.