Client Relationship Advisor — In-Branch Banking

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

Benefits offered by this job

Benefits eligible

Paid time off

Industry-leading benefits

Job summary

Bank of America is hiring for a role that engages clients in the lobby to educate and assist with self-service banking options such as mobile, online, and ATM transactions. You will process cash transactions accurately while gaining deep insights into clients' financial goals and connecting them to appropriate solutions.

The position emphasizes relationship-building with clients, adherence to laws and processes, and collaboration with experts in small business, lending, and investments to grow

Qualifications

• Experience in financial services is preferred.
• One year of proven sales experience in a salary+incentive environment.
• Six months of cash handling experience.

Responsibilities

• Engages clients in the lobby to educate and assist with self-service transactions.
• Process cash transactions accurately and efficiently.
• Builds relationships to meet clients' financial needs and goals.
• Follow established processes and comply with laws and regulations.
• Grows knowledge by partnering with small business, lending, and investments teams.
• Manage center traffic, appointments, and outbound calls; drive client experience.

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 Management

Prospecting

Referral Identification

Referral Management

Education

Bachelor's Degree in Business/Finance

High School Diploma / GED

Associate's Degree

Job description

Bank of America is hiring for a role that engages clients in the lobby to educate and assist with self-service banking options such as mobile, online, and ATM transactions. You will process cash transactions accurately while gaining deep insights into clients' financial goals and connecting them to appropriate solutions.

The position emphasizes relationship-building with clients, adherence to laws and processes, and collaboration with experts in small business, lending, and investments to grow