Client Relationship Advisor – Banking & Growth

Bank of America

Williamstown (KY)

On-site

USD 32,000 - 42,000

Full time

4 days ago
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Job summary

Bank of America in the United States seeks a client-focused associate to engage customers in the lobby, educate them on self-service banking, and accurately process cash transactions. You will build relationships, follow compliant processes, and coordinate with specialists in lending and investments to meet financial goals.

The role requires a proactive, energetic individual who can work weekends or extended hours as needed and deliver an excellent client experience across the branch network.

Qualifications

  • Strong work ethic with a results-driven attitude.
  • Effective collaboration to get things done and build relationships.
  • Able to learn and adapt to new information and technology platforms.
  • Comfortable educating clients on self-service banking options such as ATM, online and mobile banking.

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 act in the client's and bank's best interests, complying with laws and regulations.
  • Grows business knowledge by collaborating with experts in small business, lending, and investments.
  • Manages center traffic, appointments, and outbound calls to drive the client experience.
  • Manages cash responsibilities and ensures accurate handling.

Skills

Adaptability
Problem Solving
Client Focus
Relationship Building
Oral Communication
Time Management

Education

High School Diploma / GED

Job description

Bank of America in the United States seeks a client-focused associate to engage customers in the lobby, educate them on self-service banking, and accurately process cash transactions. You will build relationships, follow compliant processes, and coordinate with specialists in lending and investments to meet financial goals.

The role requires a proactive, energetic individual who can work weekends or extended hours as needed and deliver an excellent client experience across the branch network.

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