Client Relationship Banker & Solutions Advisor

Bank of America; Prescott Valley (AZ); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America in the United States is seeking a client-facing associate to educate customers on self-service banking and process cash transactions accurately. You will engage with clients in the lobby, build relationships, and connect them with solutions to meet their financial goals.

The role emphasizes following bank processes, regulatory compliance, and strong relationship building, with weekend/evening availability as required.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates effectively to get things done and build relationships.
• Confident in educating clients on self-service banking options.
• Adheres to laws and regulations while serving clients.
• Manages time and capacity and stays focused on results.
• Weekend and/or extended hours availability as needed.

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 Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

Bachelor's or business-related degree

Finance knowledge

Job description

Bank of America in the United States is seeking a client-facing associate to educate customers on self-service banking and process cash transactions accurately. You will engage with clients in the lobby, build relationships, and connect them with solutions to meet their financial goals.

The role emphasizes following bank processes, regulatory compliance, and strong relationship building, with weekend/evening availability as required.