Client Relationship Advisor - Banking

ghr; Olathe (KS); On-site; USD 34,000 - 42,000; Full time

Job summary

Bank of America is hiring for a role that focuses on engaging clients in the lobby, educating them on self-service banking options, and processing cash transactions accurately and efficiently. The position emphasizes building client relationships to understand financial goals and connect clients with suitable solutions.

Ideal candidates will be self-driven, capable of handling multiple tasks, and comfortable working with various banking products, while adhering to legal and regulatory

Qualifications

• Self-starter with a strong work ethic and focus on results, delivering for clients and the bank
• Ability to collaborate across teams to meet client needs and build relationships
• Comfort with explaining simple banking steps via self-service channels (ATM, online, mobile) and educating clients

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 to do what is right for clients and the bank
• Grows 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

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma or GED

Job description

Bank of America is hiring for a role that focuses on engaging clients in the lobby, educating them on self-service banking options, and processing cash transactions accurately and efficiently. The position emphasizes building client relationships to understand financial goals and connect clients with suitable solutions.

Ideal candidates will be self-driven, capable of handling multiple tasks, and comfortable working with various banking products, while adhering to legal and regulatory