Client Relationship Advisor

Bank of America; Wilmington (MA); On-site; USD 52,000 - 55,682; Full time

Benefits offered by this job

Benefits eligible

Competitive benefits

Job summary

Bank of America is recruiting for a client-facing role in Massachusetts. You will engage customers in the lobby, educate them on self-service options, and process cash transactions with accuracy. You will explore clients' financial priorities and connect them to appropriate solutions to meet goals.

The position requires strong communication, relationship-building, and problem-solving skills. Weekend or extended hours may be needed to serve customers across multiple branches.

Qualifications

• Excellent customer service and client relationship skills.
• Willing to work weekends/extended hours.
• High School Diploma or GED; Bachelor’s or associate degree preferred.

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

Customer focus

Relationship building

Communication skills

Problem solving

Time management

Adaptability

Sales experience

Education

Bachelor's or business-related Associate degree

Job description

Bank of America is recruiting for a client-facing role in Massachusetts. You will engage customers in the lobby, educate them on self-service options, and process cash transactions with accuracy. You will explore clients' financial priorities and connect them to appropriate solutions to meet goals.

The position requires strong communication, relationship-building, and problem-solving skills. Weekend or extended hours may be needed to serve customers across multiple branches.