Client Relationship Banking Advisor

ghr; Eugene (OR); On-site; USD 42,000 - 65,000; Full time

Job summary

Bank of America in the United States seeks a proactive Financial Center Associate who serves as the first point of contact for clients, uncovers personal banking needs, and connects clients to specialists. You will deepen relationships through platform services, support self-service or transactional activities, and provide exceptional client care.

You will proactively reach out to clients with outbound calls, follow up regularly, and ensure compliance with regulations while delivering accurate,

Qualifications

• Minimum education: High School Diploma or GED.
• Strong communication and interpersonal skills.
• Sales experience in a client-centric environment is required.
• Ability to learn and adapt to new information, technology platforms, and regulatory requirements.
• Comfort engaging with clients in-person and by phone.
• Notary commission or ability to obtain one after start date is required in this location.

Responsibilities

• Serve as the first point of contact for financial center clients, uncover personal banking needs, offer appropriate solutions, and connect clients to specialists.
• Deepen client relationships through platform services and support self-service or transactional activities while delivering exceptional client care.
• Proactively connect with clients through outbound calls and conduct regular follow-up routines.
• Assist, educate, and train clients on conducting simple transactions through self-service technologies.
• Adhere to processes, laws, and guidelines for day-to-day activities such as opening accounts and account maintenance.

Skills

Active Listening

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Client Management

Client Solutions

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in the United States seeks a proactive Financial Center Associate who serves as the first point of contact for clients, uncovers personal banking needs, and connects clients to specialists. You will deepen relationships through platform services, support self-service or transactional activities, and provide exceptional client care.

You will proactively reach out to clients with outbound calls, follow up regularly, and ensure compliance with regulations while delivering accurate,