Client Relationship Advisor – Banking

Bank of America; Cedar Hill (TX); On-site; USD 34,000 - 48,000; Full time

Job summary

Bank of America is seeking a client-focused associate to engage clients in the lobby, educate on self-service options, and process cash transactions accurately. You will build relationships, connect clients to financial solutions, and ensure compliance with laws and internal processes.

This role requires strong communication, adaptability, and the ability to work weekends or extended hours, with travel between centers as needed within a reasonable distance.

Qualifications

• Self-starter with a strong work ethic and results focus.
• Ability to learn and adapt to new information and technology platforms.
• Comfortable educating clients on self-service banking options.
• Willingness to work weekends or extended hours and travel between centers.

Responsibilities

• Engage clients in lobby to educate and assist with transactions.
• Process cash transactions accurately and efficiently.
• Build relationships to identify client financial needs and connect to solutions.
• Follow established processes and comply with laws and regulations.
• Grow knowledge by collaborating with experts in lending, small business, and investments.
• Manage center traffic, appointments, and outbound calls.
• Drive the client experience and manage cash responsibilities.

Skills

Enthusiastic self-starter

Strong work ethic

Relationship building

Communication skills

Problem solving

Time management

Client focus

Adaptability

Education

Bachelor's Degree in Business or related field

Associate’s Degree in business management/finance

High School Diploma / GED / Equivalent

Job description

Bank of America is seeking a client-focused associate to engage clients in the lobby, educate on self-service options, and process cash transactions accurately. You will build relationships, connect clients to financial solutions, and ensure compliance with laws and internal processes.

This role requires strong communication, adaptability, and the ability to work weekends or extended hours, with travel between centers as needed within a reasonable distance.