Client Solutions & Relationship Advisor

Bank of America; Oregon (WI); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America is hiring to engage clients in the lobby, educate them on self-service options, and accurately process cash transactions. You will explore clients’ financial goals and connect them to suitable solutions, while building trusted relationships in a busy branch.

Flexible to weekends and extended hours as needed; strong communication and problem-solving skills drive success in this role. Join a team focused on client service and community impact.

Qualifications

• High school education required, degree preferred with business focus.
• Demonstrated sales experience and cash handling ability is a plus.
• Comfort with learning new technology platforms and processes.

Responsibilities

• Engage clients in lobby to educate and assist with transactions.
• Process cash transactions accurately and efficiently.
• Discuss financial needs and connect clients to suitable solutions.
• Build relationships with clients to meet financial needs.
• Follow processes and guidelines to comply with laws.
• Manage center traffic, appointments, and outbound calls.

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Client Management

Relationship Building

Sales mindset

Team Collaboration

Time Management

Education

Bachelor’s Degree or Associate’s Degree in business/finance

High School Diploma / GED

Job description

Bank of America is hiring to engage clients in the lobby, educate them on self-service options, and accurately process cash transactions. You will explore clients’ financial goals and connect them to suitable solutions, while building trusted relationships in a busy branch.

Flexible to weekends and extended hours as needed; strong communication and problem-solving skills drive success in this role. Join a team focused on client service and community impact.