Client Relationship Advisor

Bank of America; Hanover (MD); On-site; USD 42,000 - 62,000; Full time

Job summary

Bank of America in the United States is seeking a frontline Client Service Associate to engage clients in the lobby, educate them on self-service options, and help conduct transactions with accuracy and courtesy.

You will build relationships to understand financial goals, connect clients to banking solutions, and support a high-quality client experience across channels in a compliant manner.

Qualifications

• Experience in financial services and knowledge of banking products.
• At least 1 year of sales experience with individual goals.
• Six months of cash handling experience.
• Bachelor’s or business/finance degree or equivalent.

Responsibilities

• Educate and assist clients with transactions using self-service options.
• Build relationships to meet client financial needs.
• Process cash transactions accurately and efficiently.
• Grow client experience by following risk and compliance guidelines.

Skills

Customer service

Sales skills

Communication

Cash handling

Time management

Problem solving

Education

High School Diploma or GED

Bachelor’s or Associate’s in business/finance

Job description

Bank of America in the United States is seeking a frontline Client Service Associate to engage clients in the lobby, educate them on self-service options, and help conduct transactions with accuracy and courtesy.

You will build relationships to understand financial goals, connect clients to banking solutions, and support a high-quality client experience across channels in a compliant manner.