Client Relationship Advisor

Bank of America Corporation; Rockwall (TX); On-site; USD 22,000 - 28,000; Full time

Job summary

Bank of America in Rockwall, TX is hiring a Client Service Associate to support in-branch transactions and client education. You will engage customers in the lobby, help with self-service resources, and ensure accurate cash handling while delivering excellent service.

You will build relationships, follow policies, and work with teammates to provide tailored financial solutions. The role requires strong communication, problem solving, and availability for weekends or extended hours as needed.

Qualifications

• High School Diploma or GED is required.
• Excellent customer service and communication skills.
• Willingness to work weekends/extended hours as needed.
• Experience in financial services sales is a plus.

Responsibilities

• Engages clients in the lobby and educates on self-service resources (mobile/online banking, ATM).
• Processes cash transactions accurately and efficiently for clients.
• Builds relationships to meet clients' financial needs and connects them to solutions.
• Manages client traffic, appointments, and outbound calls; supports client experience.

Skills

Customer Focus

Relationship Building

Sales Experience

Communication

Problem Solving

Time Management

Self-Service Education

Education

High School Diploma or GED

Job description

Bank of America in Rockwall, TX is hiring a Client Service Associate to support in-branch transactions and client education. You will engage customers in the lobby, help with self-service resources, and ensure accurate cash handling while delivering excellent service.

You will build relationships, follow policies, and work with teammates to provide tailored financial solutions. The role requires strong communication, problem solving, and availability for weekends or extended hours as needed.