Client Relationship & Solutions Advisor

NBMBAA; United States; Hybrid; USD 35,000 - 48,000; Full time

Job summary

Bank of America in the United States seeks a client‑facing associate to educate and assist clients with transactions via self‑service channels (mobile, online, ATM). You will accurately and efficiently process cash, while engaging clients to understand their financial priorities and connect them with suitable solutions.

You will build relationships, follow bank procedures, and collaborate with experts in small business, lending, and investments to enhance the client experience and support the

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus.
• Collaborates effectively to build relationships.
• Delivers client-focused financial solutions.
• Learns and adapts to new information and technology.
• Educates clients on self-service banking.
• Willing to work weekends or extended hours.

Responsibilities

• Executes bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes to do what is right for clients and the bank.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls.
• Drives the client experience.
• Manages cash 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

Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

Job description

Bank of America in the United States seeks a client‑facing associate to educate and assist clients with transactions via self‑service channels (mobile, online, ATM). You will accurately and efficiently process cash, while engaging clients to understand their financial priorities and connect them with suitable solutions.

You will build relationships, follow bank procedures, and collaborate with experts in small business, lending, and investments to enhance the client experience and support the