Client Relationship Advisor – Banking & Solutions

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

Job summary

Bank of America is seeking a client-focused associate to engage customers in the lobby, educate them on self-service options, and process cash transactions accurately. You will build relationships to understand financial needs and connect clients with suitable solutions, while upholding banking protocols and regulatory requirements.

The role emphasizes excellent communication, teamwork, and a strong service mindset.

Qualifications

• High school diploma or GED required; higher education preferred.
• Strong customer service and sales mindset with ability to learn and adapt to new banking platforms.
• Excellent communication, problem solving, and time management skills.

Responsibilities

• Engage clients in the lobby to educate and assist with self-service transactions.
• Process cash transactions accurately and efficiently.
• Build relationships to meet financial needs and connect clients to solutions.

Skills

Adaptability

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Client Management

Account Management

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's Degree or related Associate’s Degree (business management/finance)

Job description

Bank of America is seeking a client-focused associate to engage customers in the lobby, educate them on self-service options, and process cash transactions accurately. You will build relationships to understand financial needs and connect clients with suitable solutions, while upholding banking protocols and regulatory requirements.

The role emphasizes excellent communication, teamwork, and a strong service mindset.