Client Relationship Advisor

Bank of America; Lincolnton (NC); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America in the United States seeks a customer-focused client services professional to assist clients in-branch with transactions and self-service resources. You will educate clients on banking options, process cash transactions, and connect customers to solutions that meet their financial goals.

The role emphasizes relationship building, compliance with laws, and delivering a high-quality client experience.

Qualifications

• Demonstrates strong client service orientation and a commitment to accuracy and compliance.
• Ability to learn and adapt to banking platforms and processes.
• Proven ability to communicate clearly and build trust with clients.

Responsibilities

• Engage clients in-branch to educate and assist with transactions via self-service resources.
• Process cash transactions accurately and efficiently.
• Develop deep conversations to understand financial goals and connect clients to solutions.

Skills

Customer Focus

Communication

Problem Solving

Time Management

Relationship Building

Sales Experience

Cash Handling

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's Degree

Job description

Bank of America in the United States seeks a customer-focused client services professional to assist clients in-branch with transactions and self-service resources. You will educate clients on banking options, process cash transactions, and connect customers to solutions that meet their financial goals.

The role emphasizes relationship building, compliance with laws, and delivering a high-quality client experience.