Client Relationship & Financial Solutions Advisor

ghr; Clarksville (TN); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America in the United States is seeking a client-focused associate to guide customers in the lobby through self-service options, handling cash and learning client needs to offer suitable financial solutions.

You will engage customers, educate them on online/mobile banking and ATM usage, and connect them with experts in products like lending and investments. This role requires strong communication, reliability, and a willingness to work weekends as needed.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus.
• Collaborates effectively to build relationships.
• Delivers an experience that improves clients' financial lives.

Responsibilities

• Engages clients in the lobby to educate and assist with self-service banking.
• Accurately processes cash transactions and helps clients achieve financial goals.
• Builds relationships to meet client financial needs and drives client experience.

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience

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 in the United States is seeking a client-focused associate to guide customers in the lobby through self-service options, handling cash and learning client needs to offer suitable financial solutions.

You will engage customers, educate them on online/mobile banking and ATM usage, and connect them with experts in products like lending and investments. This role requires strong communication, reliability, and a willingness to work weekends as needed.