Client Relationship Advisor: Banking & Solutions

Bank of America; LaGrange (GA); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America is hiring for a customer service-oriented role in Georgia. You will engage clients in the lobby, educate them on self-service banking, and process cash transactions as needed.

The role requires deep client conversations to understand financial goals and connect clients to appropriate solutions. Responsibilities include building relationships across banking products, managing center traffic, and ensuring compliance with laws and bank policies.

Qualifications

• Must be a self-starter with a strong work ethic and results orientation.
• Excellent communication, relationship-building and problem-solving skills.
• Willing to work weekends or extended hours at multiple financial centers.

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 to do what is right for clients and the bank, complying with laws and regulations.
• Grows business knowledge 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.

Job description

Bank of America is hiring for a customer service-oriented role in Georgia. You will engage clients in the lobby, educate them on self-service banking, and process cash transactions as needed.

The role requires deep client conversations to understand financial goals and connect clients to appropriate solutions. Responsibilities include building relationships across banking products, managing center traffic, and ensuring compliance with laws and bank policies.