Client Relationship Advisor

Bank of America; Waco (TX); On-site; USD 40,000 - 60,000; Full time

Job summary

Bank of America is seeking a frontline client associate in the United States. You will educate clients on self-service banking, assist with transactions, and connect customers to solutions that meet their financial goals.

This role operates in a busy branch with a focus on delivering exceptional service. The position requires strong relationship-building skills, a customer-first mindset, and the ability to work with lending and investments experts to grow the client base while adhering to

Qualifications

• Enthusiastic self-starter with strong work ethic and results oriented.
• Collaborates effectively to build relationships and deliver value.
• Capable of learning and adapting to new information and technology platforms.
• Confident in educating clients on self-service banking options.

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

Business Development Pipeline

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED

Job description

Bank of America is seeking a frontline client associate in the United States. You will educate clients on self-service banking, assist with transactions, and connect customers to solutions that meet their financial goals.

This role operates in a busy branch with a focus on delivering exceptional service. The position requires strong relationship-building skills, a customer-first mindset, and the ability to work with lending and investments experts to grow the client base while adhering to