Client Relationship Advisor — Banking Center

Bank of America; Missouri; On-site; USD 71,635,000 - 76,870,000; Full time

Job summary

Bank of America is seeking a client-focused professional to drive the client experience at a financial center. The role involves meeting client financial needs, handling cash, and coordinating with experts in lending, investments, and small business services.

The position emphasizes relationship-building and adherence to laws and internal processes. The job requires enthusiasm, reliability, and the ability to work a 1st shift with flexibility for weekends or extended hours as needed.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus.
• Collaborates effectively to build and nurture relationships.
• Delivers an experience that improves clients' financial lives.
• Comfortable educating clients on basic banking transactions and self-service tools.

Responsibilities

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

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

Bachelor's Degree or business-relevant Associate

Job description

Bank of America is seeking a client-focused professional to drive the client experience at a financial center. The role involves meeting client financial needs, handling cash, and coordinating with experts in lending, investments, and small business services.

The position emphasizes relationship-building and adherence to laws and internal processes. The job requires enthusiasm, reliability, and the ability to work a 1st shift with flexibility for weekends or extended hours as needed.