Client Relationship Advisor

Bank of America; Decatur (GA); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America is seeking entry-level talent to engage clients in the lobby, educate on self-service options, and assist with transactions. You will learn to identify client needs, build relationships, and refer to banking solutions while following established processes and regulatory guidelines.

This role emphasizes delivering a strong client experience, managing cash and non-cash transactions, and collaborating with experts across small business, lending, and investments when needed.

Qualifications

• Experience in customer-facing roles preferred.
• Strong interpersonal and communication skills to educate clients.
• Ability to identify client needs and suggest appropriate solutions.
• Comfort with self-service banking platforms (ATM, mobile, online).
• Demonstrates ethical behavior and compliance with banking regulations.

Responsibilities

• Engage clients in the lobby to educate and assist with self-service banking.
• Process cash transactions accurately and efficiently as needed.
• Build relationships to meet client financial needs and refer to solutions.
• Follow bank processes and regulatory guidelines daily.
• Manage client flow, appointments, and outbound communications effectively.
• Support the client experience and contribute to operational excellence.

Skills

Customer focus

Sales orientation

Communication skills

Team collaboration

Adaptability

Problem solving

Time management

Education

Bachelor's or related Associate degree

High School Diploma or GED

Job description

Bank of America is seeking entry-level talent to engage clients in the lobby, educate on self-service options, and assist with transactions. You will learn to identify client needs, build relationships, and refer to banking solutions while following established processes and regulatory guidelines.

This role emphasizes delivering a strong client experience, managing cash and non-cash transactions, and collaborating with experts across small business, lending, and investments when needed.