Client Relationship Advisor

Bank of America; Westerly (RI); In loco; USD 34.000 - 37.000; Tempo pieno

Descrizione del lavoro

Bank of America in Westerly, RI is seeking a client-focused individual to engage clients in the lobby, educate on self-service channels, and process cash transactions accurately. You will build relationships, uncover financial needs, and connect clients to suitable products and services.

The role requires a strong work ethic, flexibility to work weekends or extended hours, and compliance with all laws and bank policies. 40 hours weekly, in-office.

Competenze

• Experience in customer-facing banking environment preferred.
• Comfortable using self-service banking channels and digital tools.
• Ability to learn and adapt to banking platforms and policies.

Mansioni

• Engages clients in lobby to educate and assist with transactions.
• Process cash transactions accurately and efficiently.
• Conversations with clients to uncover financial needs and connect to solutions.
• Manage center traffic, appointments, and outbound calls.
• Support client experience and adhere to laws and guidelines.

Conoscenze

Adaptability

Customer focus

Problem solving

Relationship building

Oral communications

Time management

Formazione

High School Diploma / GED

Descrizione del lavoro

Bank of America in Westerly, RI is seeking a client-focused individual to engage clients in the lobby, educate on self-service channels, and process cash transactions accurately. You will build relationships, uncover financial needs, and connect clients to suitable products and services.

The role requires a strong work ethic, flexibility to work weekends or extended hours, and compliance with all laws and bank policies. 40 hours weekly, in-office.