Client Relationship Advisor - Banking & Solutions

Bank of America; Meriden (CT); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is seeking team-oriented individuals to assist clients in a retail banking setting. You will guide clients through transactions using self-service resources such as mobile and online banking, as well as ATMs, while ensuring accuracy and compliance.

Responsibilities include handling cash, building client relationships, and driving a strong client experience in a fast-paced branch environment in Connecticut.

Qualifications

• Minimum High School Diploma or GED required.
• One year of sales experience in a salary-plus incentive environment preferred.
• Experience with cash handling and basic banking products is a plus.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions.
• Process cash transactions accurately and efficiently.
• Build relationships to meet clients' financial needs.
• Follow bank processes and adhere to laws and regulations.
• Support client experience and manage cash responsibilities.

Skills

Customer service

Cash handling

Sales

Communication

Problem solving

Relationship building

Technology literacy

Education

High School Diploma or GED

Bachelor’s or associate degree in business/finance

Tools

ATM operations

Online banking platforms

Job description

Bank of America is seeking team-oriented individuals to assist clients in a retail banking setting. You will guide clients through transactions using self-service resources such as mobile and online banking, as well as ATMs, while ensuring accuracy and compliance.

Responsibilities include handling cash, building client relationships, and driving a strong client experience in a fast-paced branch environment in Connecticut.