Client Relationship Advisor (Banking)

Bank of America; Carmel (IN); On-site; USD 32,000 - 43,000; Full time

Job summary

Bank of America in Carmel, IN is seeking a customer-focused Service Associate to engage clients in the lobby and educate them on self-service options such as mobile, online banking and ATMs. You will accurately process cash transactions and discuss financial goals with clients to connect them with suitable solutions.

This role emphasizes building relationships, following policies, and delivering a strong client experience while working a 40-hour week.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates effectively to build and nurture client relationships.
• Passion and drive to deliver experiences that improve clients' financial lives.
• Confident in identifying solutions for new and existing clients based on needs.
• Comfortable engaging all clients and communicating clearly.
• Able to learn and adapt to new information and technology platforms.
• Able to educate clients on self-service banking (ATM/online/mobile).
• Strong critical thinking and problem-solving skills for clients' needs.
• Adheres to bank processes and regulatory guidelines in daily activities.
• Efficient time and capacity management.
• Willing to work weekends and/or extended hours as needed.

Responsibilities

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

Skills

Customer focus

Relationship building

Communication

Problem solving

Adaptability

Time management

Sales-oriented

Education

High School Diploma or GED

Job description

Bank of America in Carmel, IN is seeking a customer-focused Service Associate to engage clients in the lobby and educate them on self-service options such as mobile, online banking and ATMs. You will accurately process cash transactions and discuss financial goals with clients to connect them with suitable solutions.

This role emphasizes building relationships, following policies, and delivering a strong client experience while working a 40-hour week.