Client Relationship Advisor

Bank of America; Old Saybrook (CT); On-site; USD 34,440 - 35,817; Full time

Job summary

Bank of America in Connecticut is hiring for a frontline Banking Center Associate. The role focuses on building client relationships, meeting financial needs, and delivering an exceptional client experience through in-branch service.

This 40-hour, first shift position requires flexibility for weekends and extended hours. You will handle cash, advise on products, and follow established procedures to ensure regulatory compliance while supporting community customers in Old Saybrook and surrounding

Qualifications

• Is enthusiastic, self-motivated with focus on results.
• Collaborates to build relationships and deliver client solutions.
• Passion and drive to improve clients’ financial lives.
• Identifies solutions for new and existing clients.
• Communicates effectively with clients.
• Learns and adapts to new information and platforms.
• Educates clients on self-service banking (ATM/online/mobile).
• Applies critical thinking to meet client needs.
• Follows processes and regulations in daily activities.
• Manages time and capacity efficiently.
• Focuses on client-first results.
• Flexible to work weekends or extended hours.

Responsibilities

• Execute the bank's risk culture and strive for operational excellence
• Build relationships with clients to meet financial needs
• Follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grow business knowledge and network by partnering with experts in small business, lending, and investments
• Manage financial center traffic, appointments, and outbound calls effectively
• Drive the client experience
• Manage 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 (business management/administration or finance)

Job description

Bank of America in Connecticut is hiring for a frontline Banking Center Associate. The role focuses on building client relationships, meeting financial needs, and delivering an exceptional client experience through in-branch service.

This 40-hour, first shift position requires flexibility for weekends and extended hours. You will handle cash, advise on products, and follow established procedures to ensure regulatory compliance while supporting community customers in Old Saybrook and surrounding