In-Branch Client Relationship Advisor

Bank of America; Fort Worth (TX); On-site; USD 23,000 - 30,000; Full time

Job summary

Bank of America in Fort Worth, TX is seeking a customer-focused team member to engage clients in the lobby and guide them through self-service options, including mobile and online banking. You will process cash transactions accurately and develop deep conversations to understand clients’ financial needs while connecting them to suitable solutions.

This in-office role emphasizes strong communication, adherence to laws and bank policies, and collaboration with experts in small business, lending,

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively

Job description

Bank of America in Fort Worth, TX is seeking a customer-focused team member to engage clients in the lobby and guide them through self-service options, including mobile and online banking. You will process cash transactions accurately and develop deep conversations to understand clients’ financial needs while connecting them to suitable solutions.

This in-office role emphasizes strong communication, adherence to laws and bank policies, and collaboration with experts in small business, lending,