Client Relationship Advisor

Bank of America; Edgewater (MD); On-site; USD 34,000 - 37,000; Full time

Job summary

Bank of America is seeking a client-focused associate to engage with customers in the lobby, educate them on self-service options, and assist with transactions. You will handle cash with accuracy and build strong relationships through attentive service.

The role emphasizes understanding clients' financial goals, offering solutions, and delivering a superior client experience in a high-volume environment.

Qualifications

• Experience in financial services industry and knowledge of products and solutions.
• 1 year of demonstrated successful sales experience with individual goals.
• 6 months of cash handling experience.
• Bachelor's Degree or business-related Associate's Degree is preferred.

Responsibilities

• Engage clients in the lobby to educate and assist with self-service transactions.
• Process cash transactions accurately and efficiently.
• Develop deep conversations to understand clients' financial goals and life priorities.
• Build relationships to meet clients' financial needs and drive the client experience.

Skills

Adaptability

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Client Management

Sales & Negotiation

Prospecting

Pipeline Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a client-focused associate to engage with customers in the lobby, educate them on self-service options, and assist with transactions. You will handle cash with accuracy and build strong relationships through attentive service.

The role emphasizes understanding clients' financial goals, offering solutions, and delivering a superior client experience in a high-volume environment.