Client Relationship Advisor - Banking

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

Job summary

Bank of America is hiring for a frontline Client Service Associate to engage clients in the lobby, educate on mobile/online banking, and assist with transactions. You will build client relationships, learn financial products, and connect clients to suitable banking solutions.

The role emphasizes following policies, ensuring accurate cash handling, and delivering a strong client experience. Weekend and extended hours may be required, with comprehensive benefits.

Qualifications

• Minimum High School diploma required or equivalent.
• Experience in financial services or sales environment preferred.
• Ability to learn and adapt to new technology platforms.

Responsibilities

• Engages clients in the lobby to educate and assist with self-service banking.
• Processes cash transactions accurately and efficiently.
• Grows client relationships by understanding financial needs and offering solutions.
• Partner with experts in lending, investments and small business.

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Relationship Building

Sales & Prospecting

Client Solutions Advisory

Pipeline Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is hiring for a frontline Client Service Associate to engage clients in the lobby, educate on mobile/online banking, and assist with transactions. You will build client relationships, learn financial products, and connect clients to suitable banking solutions.

The role emphasizes following policies, ensuring accurate cash handling, and delivering a strong client experience. Weekend and extended hours may be required, with comprehensive benefits.