Client Relationship Advisor — Banking & Solutions

Bank of America Corporation; Dearborn (MI); On-site; USD 42,000 - 64,000; Full time

Job summary

Bank of America Corporation is seeking a customer-focused professional to engage clients in the lobby and educate them on self-service resources, including mobile and online banking and ATMs. You will process cash transactions, build client relationships, and connect clients to financial solutions to meet their goals.

The role requires strong communication, adaptability, and a willingness to work weekends or extended hours as needed, with training at a central financial center and potential

Qualifications

• Experience in financial services industry is a plus.
• 1 year of sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.

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 in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Grows business knowledge and network by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience and manages cash responsibilities.

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

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

Job description

Bank of America Corporation is seeking a customer-focused professional to engage clients in the lobby and educate them on self-service resources, including mobile and online banking and ATMs. You will process cash transactions, build client relationships, and connect clients to financial solutions to meet their goals.

The role requires strong communication, adaptability, and a willingness to work weekends or extended hours as needed, with training at a central financial center and potential