Client Relationship Advisor

Bank of America; Burlington (WA); On-site; USD 42,000 - 54,000; Full time

Job summary

Bank of America in Washington state is hiring a Customer Service Specialist to engage clients in the lobby, educate them on self‑service options, and process cash transactions accurately. You will build relationships and connect clients to financial solutions that meet their goals.

This role requires a proactive, client‑focused mindset, comfort with banking technology, and weekend/extended hours as needed. A High School Diploma is required, with financial services knowledge viewed as a plus.

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’s Degree such as business management, business administration or finance

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 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 Washington state is hiring a Customer Service Specialist to engage clients in the lobby, educate them on self‑service options, and process cash transactions accurately. You will build relationships and connect clients to financial solutions that meet their goals.

This role requires a proactive, client‑focused mindset, comfort with banking technology, and weekend/extended hours as needed. A High School Diploma is required, with financial services knowledge viewed as a plus.