Client Relationship Advisor - Banking & Solutions

Bank of America Corporation; Kansas City (MO); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America Corporation is hiring for a Client Associate to engage clients in the lobby, educating them on self-service options and facilitating transactions. The role emphasizes building client relationships, understanding financial needs, and connecting clients with suitable solutions.

The position requires strong communication, adaptability, and a commitment to complying with laws and bank policies. Weekend hours and local shifts may be involved to support customer demand and service

Qualifications

• Experience in financial services or customer-facing roles preferred.
• Comfort with learning new technology platforms and self-service banking tools.
• Willingness to work weekends and extended hours as needed.

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
• Manages cash responsibilities

Skills

Adaptability

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Client Management

Client Experience

Sales Orientation

Education

High School Diploma / GED

Job description

Bank of America Corporation is hiring for a Client Associate to engage clients in the lobby, educating them on self-service options and facilitating transactions. The role emphasizes building client relationships, understanding financial needs, and connecting clients with suitable solutions.

The position requires strong communication, adaptability, and a commitment to complying with laws and bank policies. Weekend hours and local shifts may be involved to support customer demand and service