Client Relationship Advisor: Banking Solutions

Bank of America; Kentucky; On-site; USD 34,000 - 37,000; Full time

Job summary

Bank of America in Henderson, NV is seeking a Client Services Associate to engage clients in the lobby, educate them on self-service tools, and accurately process cash transactions. You will build rapport, identify client needs, and connect them to banking solutions while adhering to laws and internal guidelines.

Weekend shifts and full-time hours are typical. Join a culture focused on inclusive growth, teammate wellbeing, and community impact, with opportunities to learn and advance within the

Qualifications

• Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance.
• Experience in financial services is preferred.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.

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 ensures customer satisfaction, including cash handling responsibilities.

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Client Management

Client Solutions

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

Bachelor's Degree or relevant Associate's (Business/Finance)

Job description

Bank of America in Henderson, NV is seeking a Client Services Associate to engage clients in the lobby, educate them on self-service tools, and accurately process cash transactions. You will build rapport, identify client needs, and connect them to banking solutions while adhering to laws and internal guidelines.

Weekend shifts and full-time hours are typical. Join a culture focused on inclusive growth, teammate wellbeing, and community impact, with opportunities to learn and advance within the