Client Relationship Advisor, Banking & Solutions

Bank of America; Fort Snelling Unorganized Territory (MN); On-site; USD 38,000 - 52,000; Full time

Job summary

Bank of America in Minnesota is seeking a client-focused associate to engage clients in the lobby, educate on self-service banking, and process transactions. The role emphasizes building trust, offering solutions, and delivering a superior client experience.

The position requires strong communication, adaptability, and the ability to work weekends or extended hours while complying with all laws and bank policies.

Qualifications

• Customer-focused, results-driven with strong work ethic.
• Able to learn new information and technology platforms.
• Willing to work weekends or extended hours as needed.
• Experience in financial services and sales is a plus.

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

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

Bachelor's Degree

Associate’s Degree in Business

High School Diploma or GED

Job description

Bank of America in Minnesota is seeking a client-focused associate to engage clients in the lobby, educate on self-service banking, and process transactions. The role emphasizes building trust, offering solutions, and delivering a superior client experience.

The position requires strong communication, adaptability, and the ability to work weekends or extended hours while complying with all laws and bank policies.