Client Relationship Advisor - Banking & Solutions

Bank of America Corporation; Oregon; On-site; USD 32,000 - 44,000; Full time

Job summary

Bank of America Corporation in the United States is seeking staff to engage clients in the lobby, educating and assisting with transactions through self-service channels such as mobile banking, online banking and ATMs.

The role focuses on accurately processing cash transactions, building relationships, and connecting clients to solutions that meet their financial goals while complying with laws and bank policies.

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus.
• Collaborates effectively to get things done and build relationships.
• Passion and drive to deliver an experience that improves clients’ financial lives.
• Able to identify solutions for new and existing clients based on needs.
• Confident communicator who engages all clients.
• Able to learn and adapt to new information and platforms.
• Educates clients on self-service banking (ATM/online/mobile).
• Strong critical thinking and problem-solving skills.
• Follows processes and complies with laws and regulations.
• Manages time and capacity efficiently.
• Focuses on results while acting in clients’ best interests.
• Willing to work weekends and/or extended hours across multiple locations.

Responsibilities

• Executes the bank’s risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes to do what is right for clients and the bank, adhering to laws and regulations.
• Grows business knowledge by partnering with specialists in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls.
• Drives the client experience.
• Manages cash responsibilities.

Skills

Adaptability

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Branding

Client Management

Client Solutions

Advisory

Relationship Building

Business Development Pipeline

Prospecting

Referral Identification

Referral Management

Education

High School Diploma

Job description

Bank of America Corporation in the United States is seeking staff to engage clients in the lobby, educating and assisting with transactions through self-service channels such as mobile banking, online banking and ATMs.

The role focuses on accurately processing cash transactions, building relationships, and connecting clients to solutions that meet their financial goals while complying with laws and bank policies.