Client Relationship Advisor

Bank of America; United States; On-site; USD 34,000 - 37,000; Full time

Job summary

Bank of America is seeking a client-focused associate to greet clients in the lobby, educate them on self-service options, and process cash transactions accurately. The role emphasizes relationship building, identifying client needs, and connecting customers to appropriate financial solutions.

Ideal candidates are enthusiastic self-starters with strong communication skills, able to work a 40-hour week, including potential weekend shifts, and committed to delivering excellent client experiences

Qualifications

• Bachelor’s degree or business-related associate’s degree required and relevant experience considered.
• Experience in financial services and knowledge of financial products and solutions preferred.
• Sales experience in salary plus incentive environment with individual goals is a plus.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions.
• Process cash transactions accurately and efficiently for clients.
• Build relationships to meet financial needs and connect clients to suitable solutions.
• Maintain compliance with laws and internal guidelines in daily activities.

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Client Solutions

Account Management

Prospecting

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor’s Degree or business-related Associate’s Degree

Job description

Bank of America is seeking a client-focused associate to greet clients in the lobby, educate them on self-service options, and process cash transactions accurately. The role emphasizes relationship building, identifying client needs, and connecting customers to appropriate financial solutions.

Ideal candidates are enthusiastic self-starters with strong communication skills, able to work a 40-hour week, including potential weekend shifts, and committed to delivering excellent client experiences