Client Relationship Advisor

Bank of America Corporation; Cumming (GA); On-site; USD 30,000 - 40,000; Full time

Job summary

Bank of America in the United States is seeking a Customer Service Associate to engage clients in the lobby, educate them on self-service channels, and accurately process cash transactions. You will build relationships with clients to identify needs and connect them to suitable bank solutions.

Responsibilities include following bank processes, collaborating with specialists in lending and investments, and ensuring a strong client experience.

Qualifications

• High School Diploma / GED / Secondary School or equivalent
• Experience in financial services and knowledge of financial products is preferred
• Strong communication and interpersonal skills, with a client-first mindset

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 to do what is right for clients and the bank
• Grows knowledge by partnering with experts in small business, lending, and investments
• Manages center traffic, appointments, and outbound calls to support the client experience

Skills

Adaptability

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Relationship Building

Education

Bachelor’s Degree or business-related Associate’s Degree

Job description

Bank of America in the United States is seeking a Customer Service Associate to engage clients in the lobby, educate them on self-service channels, and accurately process cash transactions. You will build relationships with clients to identify needs and connect them to suitable bank solutions.

Responsibilities include following bank processes, collaborating with specialists in lending and investments, and ensuring a strong client experience.