Client Relationship Banking Advisor

Bank of America; Sewickley (Allegheny County); On-site; USD 36,000 - 52,000; Full time

Job summary

Bank of America is seeking a frontline associate to engage clients in the lobby, educate them on self-service options, and assist with cash transactions. The role emphasizes building relationships to understand financial needs and connecting clients to suitable solutions.

The position requires strong communication, problem-solving, and adaptability, with a readiness to work weekends or extended hours as needed. In-office culture supports collaboration and career development.

Qualifications

• Experience delivering customer-focused service and building relationships.
• Strong communication and problem-solving abilities across client interactions.
• Ability to learn and adapt to new information and technology platforms.
• Willingness to work weekends and/or extended hours as needed by business needs.

Responsibilities

• Engages clients in the lobby to educate and assist with self-service banking tools.
• Processes cash transactions accurately and efficiently for clients.
• Builds relationships to identify financial needs and connect clients to solutions.
• Follows established processes to ensure compliance with laws and regulations.
• Manages center traffic, appointments, and outbound calls to drive the client experience.

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

Job description

Bank of America is seeking a frontline associate to engage clients in the lobby, educate them on self-service options, and assist with cash transactions. The role emphasizes building relationships to understand financial needs and connecting clients to suitable solutions.

The position requires strong communication, problem-solving, and adaptability, with a readiness to work weekends or extended hours as needed. In-office culture supports collaboration and career development.