Client Relationship & Financial Solutions Advisor

National Black MBA Association

Tennessee

On-site

USD 29,000 - 36,000

Full time

6 days ago
Be an early applicant
Application generator

A complete application in a minute — tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

Bank of America in the United States seeks a customer-focused teller to educate clients on self-service options and process transactions efficiently using mobile, online, or ATM channels. You will build relationships, handle cash accurately, and connect clients to solutions that support their financial goals while adhering to laws and bank policies.

Weekend or extended hours may be required at a nearby center.

Qualifications

  • Enthusiastic self-starter with strong work ethic and focus on client results.
  • Collaborates effectively to meet client needs and build relationships.
  • Delivers an experience that improves clients' financial lives.
  • Identifies solutions for new and existing clients based on their needs.
  • Effective communication and comfort engaging all clients.
  • Ability to learn and adapt to new information and platforms.
  • Educates clients on using self-service banking options.
  • Strong critical thinking and problem-solving skills.
  • Follows processes and regulations when serving clients.
  • Efficient time and capacity management.
  • Weekend and/or extended hours availability.

Responsibilities

  • Executes the bank's risk culture and aims for operational excellence.
  • Builds relationships with clients to meet financial needs.
  • Follows processes to do what is right for clients and the bank under laws.
  • Grows knowledge by collaborating with experts in banking products.
  • Manages branch traffic, appointments, and outbound calls.
  • Drives the client experience and cash handling 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

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in the United States seeks a customer-focused teller to educate clients on self-service options and process transactions efficiently using mobile, online, or ATM channels. You will build relationships, handle cash accurately, and connect clients to solutions that support their financial goals while adhering to laws and bank policies.

Weekend or extended hours may be required at a nearby center.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Client Relationship Advisor
Client Relationship Advisor

Bank of America • Southport (NC)

On-site
USD 32,000 - 42,000
Client Banking & Solutions Advisor
Client Banking & Solutions Advisor

National Black MBA Association • San Gabriel (CA)

On-site
USD 34,000 - 37,000
Client Banking & Solutions Advisor
Client Banking & Solutions Advisor

Bank of America • Brielle (NJ)

On-site
USD 36,000 - 48,000
Client Relationship & Banking Solutions Advisor
Client Relationship & Banking Solutions Advisor

Bank of America • Carolina Beach (NC), Northern (KY)

Hybrid
USD 30,000 - 38,000
Client Relationship Advisor
Client Relationship Advisor

Bank of America • La Palma (CA)

On-site
USD 36,000 - 48,000
Client Solutions Advisor
Client Solutions Advisor

Bank of America • Baltimore (NC)

On-site
USD 36,000 - 48,000
Financial Solutions Advisor - Banking & Client Growth
Financial Solutions Advisor - Banking & Client Growth

Bank of America • Redwood City (CA)

On-site
USD 45,000 - 60,000
Client Relationship Banking Advisor
Client Relationship Banking Advisor

Bank of America • Bonney Lake (WA)

On-site
USD 36,000 - 48,000
Client Solutions Advisor - Banking
Client Solutions Advisor - Banking

Bank of America • Woodland Heights (AR)

On-site
USD 35,000 - 45,000
Client Solutions Advisor – Banking & Relationships
Client Solutions Advisor – Banking & Relationships

Bank of America • Town of Huntington (NY)

On-site
USD 40,000 - 60,000