Client Relationship Advisor — Banking & Solutions

Bank of America; Cincinnati (OH); On-site; USD 38,000 - 52,000; Full time

Job summary

Bank of America in Cincinnati is seeking a customer-focused associate to engage clients in the lobby, educate them on self-service banking, and process cash transactions accurately. You will build relationships, uncover needs, and connect clients with appropriate solutions while maintaining risk controls.

The role requires strong communication, adaptability, and the ability to work weekends or extended hours at various financial centers to serve clients across the region.

Qualifications

• Energetic self-starter with strong work ethic and results focus.
• Collaborates effectively to build relationships and get things done.
• Passion and drive to improve clients\' financial lives.
• Identifies solutions for new and existing clients based on their needs.
• Effective communicator, comfortable engaging all clients.
• Learns and adapts to new information and technology platforms.
• Educates clients on how to conduct simple banking transactions through self-service tech.
• Applies strong problem-solving to meet clients\' needs.
• Follows established processes and guidelines to do what\'s right for clients and the bank.
• Manages time and capacity efficiently.
• Willing to work weekends and 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 processes and guidelines to do what\'s right for clients and the bank, complying with laws and regulations.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience and serves as a trusted advisor.
• Manages cash responsibilities.

Skills

Adaptability

Business Acumen

Customer 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

Bachelor\'s Degree or business-relevant Associate’s Degree such as business management, business administration or finance

Job description

Bank of America in Cincinnati is seeking a customer-focused associate to engage clients in the lobby, educate them on self-service banking, and process cash transactions accurately. You will build relationships, uncover needs, and connect clients with appropriate solutions while maintaining risk controls.

The role requires strong communication, adaptability, and the ability to work weekends or extended hours at various financial centers to serve clients across the region.