Client Relationship & Banking Advisor

Bank of America; Exton (PA); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America in Exton, PA is seeking a customer-focused Financial Center staff member to engage clients in the lobby, educate on self-service options, and process cash transactions accurately. You will build relationships to meet financial needs and connect clients with solutions to reach their goals.

The role emphasizes risk culture, compliance with laws, and a strong client experience. Flexibility for extended hours and weekends may be required.

Qualifications

• Requires customer service excellence and ability to educate clients on self-service banking.
• Experience in sales in a salary plus incentive environment is preferred.
• Six months of cash handling experience or cash handling exposure is desirable.

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

Bachelor's Degree

High School Diploma

Job description

Bank of America in Exton, PA is seeking a customer-focused Financial Center staff member to engage clients in the lobby, educate on self-service options, and process cash transactions accurately. You will build relationships to meet financial needs and connect clients with solutions to reach their goals.

The role emphasizes risk culture, compliance with laws, and a strong client experience. Flexibility for extended hours and weekends may be required.