Client Relationship Advisor

ghr; Marietta (GA); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America is seeking a client-focused individual to engage customers in the lobby, educate them on self-service banking, and process cash transactions efficiently. The role emphasizes building relationships to meet financial needs and connecting clients with appropriate solutions.

The position requires strong communication, problem-solving, and the ability to work flexible hours, including weekends, at various financial centers across the area.

Qualifications

• Requires enthusiastic, self-motivated attitude with a strong work ethic and results focus.
• Ability to collaborate and build relationships to meet client needs.
• Passion and drive to deliver an experience that improves clients' financial lives.
• Ability to identify solutions for new and existing clients based on their needs.
• Effective and confident communication with all clients.
• Ability to learn and adapt to new information and technology platforms.
• Educates clients on basic banking transactions via self-service tools (ATM, online/mobile banking).
• Uses critical thinking and problem-solving to meet client needs.
• Follows processes and regulations to act in clients' and bank's best interests.
• Manages time and capacity efficiently.
• Focuses on results while acting in the client's best interest.
• Weekend and/or extended hours may be required; flexible to work at various centers.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines to do what is right for clients and the bank, adhering to laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• 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

Job description

Bank of America is seeking a client-focused individual to engage customers in the lobby, educate them on self-service banking, and process cash transactions efficiently. The role emphasizes building relationships to meet financial needs and connecting clients with appropriate solutions.

The position requires strong communication, problem-solving, and the ability to work flexible hours, including weekends, at various financial centers across the area.