Client Relationship Advisor - Banking Solutions

Bank of America; Pikeville (KY); On-site; USD 18,000 - 23,000; Full time

Job summary

Bank of America is hiring to provide in-branch support, guiding clients through self-service options and conducting cash transactions with accuracy and care. You will engage clients in the lobby, have meaningful conversations to understand their financial priorities, and connect them to suitable products and services.

The role emphasizes building client relationships, following processes, and staying compliant with banking regulations, while collaborating with experts in small business, lending,

Qualifications

• Strong work ethic with a results-driven mindset.
• Effective communication and relationship-building skills.
• Comfort with self-service banking platforms and new technology.
• Ability to work weekends or extended hours as needed.
• Ability to follow processes and comply with banking regulations.

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
• Manages cash responsibilities

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Relationship Building

Pipeline Management

Prospecting

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's Degree or business-relevant Associate’s Degree

Job description

Bank of America is hiring to provide in-branch support, guiding clients through self-service options and conducting cash transactions with accuracy and care. You will engage clients in the lobby, have meaningful conversations to understand their financial priorities, and connect them to suitable products and services.

The role emphasizes building client relationships, following processes, and staying compliant with banking regulations, while collaborating with experts in small business, lending,