Client Solutions Advisor – Relationship Banker

Bank of America; South Dakota; On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Benefits

Paid time off

Industry-leading benefits

Job summary

Bank of America in the United States seeks client-focused teammates for our in-person financial centers. This role engages clients in the lobby, educates on self-service options, and processes cash transactions accurately while building lasting relationships.

You’ll connect clients to banking solutions, collaborate with specialists, and help deliver exceptional client experiences across our local branches.

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus; acts in the client's best interest.
• Collaborates effectively to build and nurture relationships.
• Passion and drive to deliver an experience that improves clients' financial lives.
• Confident in identifying solutions for client needs.
• Clear communication and comfort engaging all clients.
• Able to learn and adapt to new information and technology platforms.
• Educates clients on self-service banking (ATM/online/mobile).
• Strong critical thinking and problem-solving to meet clients' needs.
• Follows established processes and laws in daily activities.
• Efficiently manages time and capacity.
• Focuses on results while acting in the client's best interest.
• Willing to work weekends or extended hours at various locations.

Responsibilities

• Executes the bank’s risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes and guidelines to act in clients' and the bank's best interest, adhering to laws and regulations.
• Grows business knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• 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 / Secondary School or equivalent

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 client-focused teammates for our in-person financial centers. This role engages clients in the lobby, educates on self-service options, and processes cash transactions accurately while building lasting relationships.

You’ll connect clients to banking solutions, collaborate with specialists, and help deliver exceptional client experiences across our local branches.