Client Relationship Advisor — Banking Solutions

Bank of America; Cleveland (OH); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America in the United States seeks a Customer Service Representative to engage lobby clients, educate and assist with self-service resources, and process cash transactions accurately.

You will build deep conversations to understand clients' financial priorities and connect them to appropriate solutions while adhering to laws and bank policies.

This in-office role requires flexibility for weekends or extended hours and offers opportunities for growth within a large financial institution.

Qualifications

• Enthusiastic self-starter with a strong work ethic and focus on outcomes for clients.
• Collaborates effectively to build and nurture relationships with clients.
• Passion and drive to deliver experiences that improve clients' financial lives.
• Confident in identifying solutions for new and existing clients.
• Effective communicator comfortable engaging all clients.

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 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

Client focus

Relationships

Communication

Self-motivation

Adaptability

Technology literacy

Self-service banking education

Problem solving

Compliance awareness

Time management

Result orientation

Weekend availability

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in the United States seeks a Customer Service Representative to engage lobby clients, educate and assist with self-service resources, and process cash transactions accurately.

You will build deep conversations to understand clients' financial priorities and connect them to appropriate solutions while adhering to laws and bank policies.

This in-office role requires flexibility for weekends or extended hours and offers opportunities for growth within a large financial institution.