Client Relationship & Banking Advisor

Bank Of America; Lawrenceville (AL); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America in the United States is seeking a Client Associate to engage clients in the lobby, educate on self-service options, and process transactions.

You will build relationships, understand financial needs, and connect clients to solutions while adhering to all laws, regulations, and internal policies. This full-time role requires weekend/evening availability and may involve working at multiple nearby financial centers.

Qualifications

• High school diploma or equivalent required; further education a plus.
• Desire for a Bachelor's or business-focused associate degree is welcome.
• Strong communication and relationship-building skills are essential.

Responsibilities

• Engages clients in the lobby to educate and assist with transactions.
• Processes cash transactions accurately and efficiently.
• Shares information on digital self-service tools and gains client adoption.
• Develops deep conversations to understand financial priorities and connect to solutions.
• Builds relationships to meet clients' financial needs and goals.
• Follows policies and procedures, complying with laws and regulations.
• Manages center traffic, appointments, and outbound calls to enhance the client experience.

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

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 in the United States is seeking a Client Associate to engage clients in the lobby, educate on self-service options, and process transactions.

You will build relationships, understand financial needs, and connect clients to solutions while adhering to all laws, regulations, and internal policies. This full-time role requires weekend/evening availability and may involve working at multiple nearby financial centers.