Client Relationship Advisor – Banking & Solutions

Bank of America Corporation; Rosenberg (TX); On-site; USD 32,000 - 52,000; Full time

Job summary

Bank of America Corporation is seeking a customer-focused banker to engage clients in the lobby and educate them on self-service banking options. You will process cash transactions accurately and build relationships to understand clients' financial goals.

You will have conversations to identify solutions, work with specialists in lending and investments, and help clients navigate banking products while maintaining compliance and service quality.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an excellent client experience.
• Confident in identifying solutions for new and existing clients.
• Communicates effectively and confidently with all clients.
• Learns and adapts to new information and technology platforms.

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.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls effectively.
• Drives the client experience and cash handling responsibilities.

Skills

Self-starter

Strong work ethic

Relationship building

Effective communication

Problem solving

Adaptability

Sales experience

Cash handling

Customer focus

Time management

Education

Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance

Job description

Bank of America Corporation is seeking a customer-focused banker to engage clients in the lobby and educate them on self-service banking options. You will process cash transactions accurately and build relationships to understand clients' financial goals.

You will have conversations to identify solutions, work with specialists in lending and investments, and help clients navigate banking products while maintaining compliance and service quality.