Client Relationship Advisor

Bank of America; Feasterville-Trevose (Bucks County); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America in Feasterville-Trevose is seeking a customer-focused associate to assist clients in the lobby and help them navigate self-service banking options, including mobile, online, and ATM transactions.

You will build relationships, understand client financial needs, process cash transactions, and guide clients to appropriate banking solutions to meet their goals. A strong client-first attitude and reliability are essential.

Qualifications

• High school diploma or GED required; bachelor’s or business degree preferred.
• Experience in customer service and sales helps drive client outcomes.
• Ability to learn and adapt to new technology platforms and cash handling duties.

Responsibilities

• Engage clients in the lobby and educate on self-service channels.
• Accurately and efficiently process cash transactions for clients.
• Build relationships to assess financial needs and connect clients to solutions.
• Manage center traffic, appointments, and outbound calls to support client experience.
• Drive the client experience and adhere to policies 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 or GED

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

Job description

Bank of America in Feasterville-Trevose is seeking a customer-focused associate to assist clients in the lobby and help them navigate self-service banking options, including mobile, online, and ATM transactions.

You will build relationships, understand client financial needs, process cash transactions, and guide clients to appropriate banking solutions to meet their goals. A strong client-first attitude and reliability are essential.