Client Relationship Advisor - Banking

Bank of America Corporation; Indiana; On-site; USD 22,000 - 29,000; Full time

Job summary

Bank of America Corporation in the United States is seeking a friendly, client-focused teammate to operate in the lobby, educate customers about self-service options, and assist with transactions using mobile, online banking, or ATM.

You will process cash transactions accurately, build relationships to understand financial goals, and connect clients to appropriate solutions while following laws and bank procedures.

Qualifications

• Engage clients in the lobby and educate on self-service banking.
• Process cash transactions accurately and efficiently.
• Identify client needs and connect to banking solutions.
• Willingness to work weekends and extended hours when required.

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

Adaptability

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Branding

Client Management

Client Solutions

Advisory

Relationship Building

Business Development Pipeline Managem…

Prospecting

Referral Identification

Referral Management

Education

High School Diploma or GED

Job description

Bank of America Corporation in the United States is seeking a friendly, client-focused teammate to operate in the lobby, educate customers about self-service options, and assist with transactions using mobile, online banking, or ATM.

You will process cash transactions accurately, build relationships to understand financial goals, and connect clients to appropriate solutions while following laws and bank procedures.