Client Relationship Banking Advisor

Bank of America; Springfield Township (Delaware County); On-site; USD 36,000 - 52,000; Full time

Job summary

Bank of America in the United States is seeking a Financial Center Client Associate to be the first point of contact for clients, uncover personal banking needs, and connect customers with specialists. You'll support self-service and in-branch transactions while delivering exceptional service.

The role emphasizes outbound outreach, relationship building, and adherence to regulatory guidelines to deepen client relationships and drive responsible growth across the client base.

Qualifications

• Minimum 1 year of sales experience in a client-centric environment.
• Self-starter with a strong work ethic and results focus.
• Strong written and verbal communications.
• Ability to learn and adapt to new information and changing circumstances.
• Commissioned notary or ability to obtain notary within a few months.
• Weekend/extended hours availability.
• Ability to identify client solutions based on needs.

Responsibilities

• Partner with teams to serve financial center clients with personal and small business solutions.
• Educate clients on self-service transactions and platforms.
• Leverage resources to optimize client experience and accuracy.
• Adhere to processes and regulatory guidelines for day-to-day activities.
• Manage client interactions and follow bank policies for best actions.

Skills

Sales experience

Customer service

Communication skills

Time management

Notary commission eligible

Weekend/extended hours flexibility

Education

High School Diploma

Tools

Microsoft Office

CRM software

Job description

Bank of America in the United States is seeking a Financial Center Client Associate to be the first point of contact for clients, uncover personal banking needs, and connect customers with specialists. You'll support self-service and in-branch transactions while delivering exceptional service.

The role emphasizes outbound outreach, relationship building, and adherence to regulatory guidelines to deepen client relationships and drive responsible growth across the client base.