Client Solutions Advisor – Banking & Relationship Growth

Bank of America; Independence (MO); On-site; USD 20,664 - 27,552; Full time

Benefits offered by this job

Flexible benefits

Job summary

Bank of America is seeking a client-focused associate to engage clients in the lobby, educate them on self-service tools, and process cash transactions efficiently. You will build relationships, connect clients to financial solutions, and support a seamless client experience across channels.

The role requires strong communication, adaptability, and the ability to work weekends or extended hours at a nearby financial center, following bank policies and regulatory guidelines.

Qualifications

• Enthusiastic self-starter with strong work ethic and focus on results
• Able to learn and adapt to new information and technology platforms
• Willing to work weekends and/or extended hours as needed
• Demonstrates effective communication and relationship-building skills
• Adheres to laws and bank policies while helping clients achieve financial goals
• Seeks solutions for clients using self-service channels when appropriate

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
• Grows knowledge by partnering with experts in small business, lending, and investments
• Manages center traffic, appointments, and outbound calls
• Drives the client experience and manages cash responsibilities

Skills

Adaptability

Business Acumen

Customer 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 in business management, business administration or finance

Job description

Bank of America is seeking a client-focused associate to engage clients in the lobby, educate them on self-service tools, and process cash transactions efficiently. You will build relationships, connect clients to financial solutions, and support a seamless client experience across channels.

The role requires strong communication, adaptability, and the ability to work weekends or extended hours at a nearby financial center, following bank policies and regulatory guidelines.