Client Relationship Advisor - Banking

Bank of America; Schaumburg (IL); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Benefits eligible

Competitive pay

Job summary

Bank of America is hiring for a position based in Illinois. The role focuses on engaging clients in the lobby, educating them on self-service options like mobile, online banking, and ATM usage.

You will process cash transactions, build relationships, and guide clients to financial solutions that fit their goals. Candidates should be energetic self-starters with strong communication skills, the ability to adapt to new platforms, and a readiness to work flexible hours including weekends.

Qualifications

• Demonstrates enthusiasm, motivation, and strong work ethic with focus on results.
• Collaborates to build relationships and deliver client-focused service.
• Communicates confidently, educates clients on self-service banking, and adheres to laws and guidelines.
• Learn and adapt to new information and technology platforms.
• Able to work weekends and extended hours as needed.

Responsibilities

• Execute bank risk culture and strive for operational excellence.
• Build relationships with clients to meet financial needs.
• Follow processes and guidelines to act in clients' and bank's best interests.
• Grow knowledge by partnering with experts in small business, lending, and investments.
• Manage center traffic, appointments, and outbound calls effectively.
• Drive the client experience and manage 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 Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is hiring for a position based in Illinois. The role focuses on engaging clients in the lobby, educating them on self-service options like mobile, online banking, and ATM usage.

You will process cash transactions, build relationships, and guide clients to financial solutions that fit their goals. Candidates should be energetic self-starters with strong communication skills, the ability to adapt to new platforms, and a readiness to work flexible hours including weekends.