Client Relationship Advisor

Bank of America; Virginia; 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 on self-service tools, and process cash transactions efficiently. The role requires building relationships, adhering to laws, and connecting clients with banking solutions to meet financial goals.

Strong communication, sales aptitude, and the ability to work weekends or extended hours at various branches are essential for success in this role.

Qualifications

• Requires ability to learn and adapt to new information and technology platforms.
• Experience in financial services or knowledge of financial services industry is desirable.
• One year of demonstrated successful sales in a salary plus incentive environment with individual goals.
• Six months of cash handling experience.

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

Client Focus

Oral Communications

Problem Solving

Relationship Building

Time Management

Sales Mindset

Team Collaboration

Attention to Detail

Education

High School Diploma / GED

Bachelor's Degree or business-relevant Associate’s Degree

Job description

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

Strong communication, sales aptitude, and the ability to work weekends or extended hours at various branches are essential for success in this role.