Client Relationship Advisor - Banking Center

NBMBAA; Kennewick (WA); On-site; USD 34,000 - 37,000; Full time

Job summary

Bank of America is seeking a Customer Service Associate to engage clients in the lobby, educate them on self-service options, and process cash transactions accurately. You will build relationships, understand client financial goals, and connect customers to appropriate solutions across banking products.

The role emphasizes exceptional service, adherence to regulatory guidelines, and collaboration with specialists in lending and investments. Weekend hours and location flexibility may be required.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results
• Collaborates effectively to build relationships and get things done
• Passion and drive to deliver an experience that improves our clients' financial lives
• Ability to identify solutions for new and existing clients based on their needs
• Confident in educating clients on self-service banking technologies (ATM, online, mobile)
• Able to learn and adapt to new information and technology platforms
• Must be able to work weekends and/or extended hours at multiple locations within a reasonable distance

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, adhering to laws and regulations
• Grows business knowledge 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 Focus

Oral Communication

Problem Solving

Account Management

Branding Experience

Client Management

Solutions Advisory

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma

Job description

Bank of America is seeking a Customer Service Associate to engage clients in the lobby, educate them on self-service options, and process cash transactions accurately. You will build relationships, understand client financial goals, and connect customers to appropriate solutions across banking products.

The role emphasizes exceptional service, adherence to regulatory guidelines, and collaboration with specialists in lending and investments. Weekend hours and location flexibility may be required.