Client Relationship Advisor

Bank of America; Wilmington (DE); On-site; USD 42,000 - 52,000; Full time

Job summary

Bank of America is seeking a client-focused team member to engage clients in the lobby, educate on transactions via self-service tools, and process cash transactions accurately. The role emphasizes deep conversations to understand financial goals and connect clients with suitable solutions.

You will work to build relationships, follow established processes, and support a positive client experience across in-branch activities.

Qualifications

• Strong customer service and sales skills with a client-first mindset.
• Ability to explain banking options and guide clients to solutions.
• Comfort with learning new technology platforms and processes.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes and guidelines to act in the clients' and bank's best interest.
• Grows business knowledge by partnering with experts in lending and investments.
• Manages center traffic, appointments, and outbound calls.
• Drives the client experience and handles cash responsibilities.

Skills

Adaptability

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Relationship Building

Education

High School Diploma or GED

Job description

Bank of America is seeking a client-focused team member to engage clients in the lobby, educate on transactions via self-service tools, and process cash transactions accurately. The role emphasizes deep conversations to understand financial goals and connect clients with suitable solutions.

You will work to build relationships, follow established processes, and support a positive client experience across in-branch activities.