Client Relationship Advisor

Bank of America; Charlotte (NC); On-site; CAD 38,000 - 52,000; Full time

Job summary

Bank of America is seeking a client associate to engage clients in the lobby, educate them on self-service banking options, and process transactions. You will build relationships, understand financial needs, and guide clients to appropriate services while adhering to policy and regulatory requirements.

The role requires strong communication, cash handling, and a willingness to work flexible hours, including weekends.

Qualifications

• Enthusiastic self-starter with strong work ethic and client focus.
• Ability to build and nurture client relationships.
• Ability to educate clients on self-service banking tools.
• Willingness to work weekends or extended hours as needed.
• Experience in financial services is a plus.

Responsibilities

• Process cash transactions accurately and efficiently.
• Engage with clients to understand financial priorities and connect them to suitable solutions.

Skills

Customer focus

Relationship building

Problem solving

Time management

Communication

Adaptability

Sales orientation

Education

High School Diploma / GED

Bachelor’s degree (business/finance)

Tools

ATM

Online banking

Mobile banking

Job description

Bank of America is seeking a client associate to engage clients in the lobby, educate them on self-service banking options, and process transactions. You will build relationships, understand financial needs, and guide clients to appropriate services while adhering to policy and regulatory requirements.

The role requires strong communication, cash handling, and a willingness to work flexible hours, including weekends.