Client Relationship Advisor

Bank of America; Southampton Township (PA); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America is seeking a customer-focused professional to engage clients in the lobby, educate on self-service banking, and process cash transactions accurately. You will build relationships to meet financial needs and connect clients with solutions while following bank policies and regulations.

The role requires strong communication, adaptability, and ability to work weekends or extended hours, with 40 hours per week in an in-office setting.

Qualifications

• Excellent client service and communication skills.
• Ability to build relationships and understand client needs.
• Comfort with self-service banking and digital channels.
• Strong problem-solving and compliance mindset.

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 in daily activities to do what is right for clients and the bank, adhering to all applicable 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 customer-focused professional to engage clients in the lobby, educate on self-service banking, and process cash transactions accurately. You will build relationships to meet financial needs and connect clients with solutions while following bank policies and regulations.

The role requires strong communication, adaptability, and ability to work weekends or extended hours, with 40 hours per week in an in-office setting.