Client Relationship Advisor

Bank of America; Watertown (MA); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America in Massachusetts is seeking a front-line associate to engage clients in the lobby, educate them on self-service options, and efficiently process cash transactions. You will discuss financial goals and connect clients to appropriate solutions.

The role demands a customer-first mindset, strong stakeholder collaboration, and the ability to work weekends or extended hours as needed within a reasonable distance of a financial center.

Qualifications

• Enthusiastic self-starter with strong work ethic and focus on results.
• Collaborates effectively to build relationships.
• Delivers an experience that improves clients' financial lives.
• Confident in identifying solutions for new and existing clients.
• Communicates effectively and confidently with all clients.
• Learn and adapt to new information and platforms.
• Educates clients on self-service banking basics.
• Applies critical thinking to client needs.
• Follows procedures to comply with laws and regulations.
• Manages time and capacity efficiently.
• Focuses on results while serving clients.
• Weekend/extended-hour availability within reasonable distance.

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 to do what is right for clients and the bank
• Grows knowledge by partnering with experts in small business, lending, and investments
• Manages center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Client Management

Client Solutions

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma

Job description

Bank of America in Massachusetts is seeking a front-line associate to engage clients in the lobby, educate them on self-service options, and efficiently process cash transactions. You will discuss financial goals and connect clients to appropriate solutions.

The role demands a customer-first mindset, strong stakeholder collaboration, and the ability to work weekends or extended hours as needed within a reasonable distance of a financial center.