Client Relationship & Banking Advisor

Bank of America Corporation; DeSoto (TX); On-site; USD 34,000 - 52,000; Full time

Job summary

Bank of America Corporation is seeking a Customer Service professional to engage clients in the lobby, educate on self-service banking, and process cash transactions with accuracy. You will build relationships, expand knowledge on lending and investments, and support a high-quality client experience across the financial center network.

This role requires a flexible schedule, weekend/extended hours as needed, and strong communication to meet clients’ financial goals while adhering to laws and

Qualifications

• Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent.
• Shift: 1st shift (United States of America)
• Hours Per Week: 40

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 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

High School Diploma / GED / Secondary School or equivalent

Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance

Job description

Bank of America Corporation is seeking a Customer Service professional to engage clients in the lobby, educate on self-service banking, and process cash transactions with accuracy. You will build relationships, expand knowledge on lending and investments, and support a high-quality client experience across the financial center network.

This role requires a flexible schedule, weekend/extended hours as needed, and strong communication to meet clients’ financial goals while adhering to laws and