Client Relationship Advisor

Bank of America Corporation; Canal Winchester (OH); On-site; USD 21,000 - 28,000; Full time

Job summary

Bank of America Corporation is seeking a frontline Client Services Associate to engage clients in the lobby, educate them about self-service options, and accurately process cash transactions. You will build relationships to meet financial needs and connect clients with suitable solutions.

This role requires a strong customer focus, the ability to learn new platforms, and adherence to laws and regulations. Weekend availability and extended hours may be required.

Qualifications

• Strong interpersonal skills and customer-focused approach.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions through self-service resources (mobile, online banking, ATM).
• Process cash transactions accurately and efficiently for clients.
• Develop deep conversations to understand financial goals and connect clients to solutions.
• Build relationships to meet financial needs and drive the client experience.
• Follow processes and guidelines in daily activities to comply with laws and regulations.

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

Bachelor's Degree or business-relevant Associate’s Degree

Job description

Bank of America Corporation is seeking a frontline Client Services Associate to engage clients in the lobby, educate them about self-service options, and accurately process cash transactions. You will build relationships to meet financial needs and connect clients with suitable solutions.

This role requires a strong customer focus, the ability to learn new platforms, and adherence to laws and regulations. Weekend availability and extended hours may be required.