Client Relationship & Solutions Advisor

Bank of America; Chantilly (VA); On-site; USD 40,000 - 55,000; Full time

Job summary

Bank of America is hiring for a position where you'll engage clients in the lobby and assist with transactions through self-service resources. The role involves processing cash transactions and building client relationships to meet their financial needs.

We're looking for enthusiastic candidates with effective communication skills and experience in financial services. If you’re passionate about helping clients achieve their financial goals, apply today!

Qualifications

• Experience in financial services and knowledge of financial services industry, products and solutions.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience. Vietnamese or Spanish Preferred.

Responsibilities

• Engages clients in the lobby to educate and assist with conducting transactions.
• Processes cash transactions efficiently.
• Builds relationships with clients to meet financial needs.
• Manages financial center traffic, appointments, and outbound calls effectively.

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 hiring for a position where you'll engage clients in the lobby and assist with transactions through self-service resources. The role involves processing cash transactions and building client relationships to meet their financial needs.

We're looking for enthusiastic candidates with effective communication skills and experience in financial services. If you’re passionate about helping clients achieve their financial goals, apply today!