Client Relationship Advisor, Banking

Bank of America; Omaha (NE); On-site; USD 38,000 - 52,000; Full time

Job summary

Bank of America is seeking a client-focused team member to educate and assist clients with transactions via self-service resources. The role emphasizes accurate cash handling, deep client conversations, and connecting clients with solutions that align with financial goals.

You will work with team members to build relationships, follow regulatory guidelines, and contribute to a positive client experience across the bank’s services.

Qualifications

• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance.
• Experience in financial services and knowledge of financial solutions is desirable.
• One year of successful sales experience in a salary plus incentive environment with individual goals is preferred.

Responsibilities

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

Skills

Adaptability

Customer focus

Oral communications

Problem solving

Relationship building

Client management

Business acumen

Education

Bachelor's degree or equivalent

Associate's degree in business/finance

Job description

Bank of America is seeking a client-focused team member to educate and assist clients with transactions via self-service resources. The role emphasizes accurate cash handling, deep client conversations, and connecting clients with solutions that align with financial goals.

You will work with team members to build relationships, follow regulatory guidelines, and contribute to a positive client experience across the bank’s services.