Client Relationship Advisor

Bank of America; Forest Hill (MD); On-site; USD 36,000 - 52,000; Full time

Job summary

Bank of America is hiring for a customer-facing role in a Maryland branch. The position focuses on engaging clients at the lobby, educating and assisting with self-service resources, and accurately processing cash transactions.

You will develop deep conversations to understand financial goals and connect clients to appropriate solutions. Ideal candidates are energetic self-starters with strong interpersonal skills, capable of working weekends and extending hours as needed to serve clients across

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results.
• Collaborates effectively to get things done and build relationships.
• Able to deliver an experience that improves clients' financial lives.
• Comfortable identifying solutions for new and existing clients.
• Effective communicator, able to engage all clients.
• Able to learn and adapt to new information and platforms.
• Educates clients on simple banking via self‑service technologies (ATM/online/mobile).
• Strong critical thinking and problem-solving to meet client needs.
• Adheres to established processes and regulations in daily activities.
• Efficient time and capacity management.
• Focus on results while acting in the client's best interest.
• Willing to work weekends and/or extended hours across multiple centers.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes and guidelines to protect clients and the bank, complying with laws and regulations.
• Grows business knowledge by partnering with experts in small business, lending, and investments.
• Manages branch traffic, appointments, and outbound calls.
• Drives the client experience.
• Manages cash responsibilities.

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 / GED / Secondary School or equivalent

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

Job description

Bank of America is hiring for a customer-facing role in a Maryland branch. The position focuses on engaging clients at the lobby, educating and assisting with self-service resources, and accurately processing cash transactions.

You will develop deep conversations to understand financial goals and connect clients to appropriate solutions. Ideal candidates are energetic self-starters with strong interpersonal skills, capable of working weekends and extending hours as needed to serve clients across