Client Relationship Advisor - Banking & Solutions

Bank of America; Collierville (TN); On-site; USD 32,000 - 46,000; Full time

Job summary

Bank of America in Collierville, TN is hiring a Client Service Associate who will engage clients in the lobby and educate them about self-service options like mobile/online banking and ATMs. You will process cash transactions, build relationships, and connect clients to appropriate solutions to meet their financial goals.

The role emphasizes the client experience, adherence to policies, and working with teammates to provide excellent service. Weekend and extended hours may be required as needed.

Qualifications

• Required Qualifications: Enthusiastic, motivated self-starter with strong work ethic and focus on results
• Collaborates to build relationships and deliver client value
• Delivers client experiences that improve financial lives
• Identifies solutions for new and existing clients based on needs
• Communicates effectively and confidently with all clients
• Learns and adapts to new information and technology platforms
• Educates clients on self-service banking (ATM, online, mobile)
• Uses critical thinking to meet client needs
• Adheres to laws and regulations, time management
• Weekend and/or extended hours as needed

Responsibilities

• Executes bank's risk culture and aims for operational excellence
• Builds client relationships to meet financial needs
• Follows processes and guidelines to act in client and bank's best interest
• Grows knowledge and network with specialists in small business, lending, investments
• Manages branch traffic, appointments, and outbound calls
• Drives client experience
• Manages cash responsibilities

Skills

Adaptability

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Account Management

Client Experience Branding

Client Solutions Advisory

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Collierville, TN is hiring a Client Service Associate who will engage clients in the lobby and educate them about self-service options like mobile/online banking and ATMs. You will process cash transactions, build relationships, and connect clients to appropriate solutions to meet their financial goals.

The role emphasizes the client experience, adherence to policies, and working with teammates to provide excellent service. Weekend and extended hours may be required as needed.