In-Branch Financial Advisor & Relationship Builder

National Black MBA Association; Dumfries, Northern (VA, KY); Hybrid; USD 34,000 - 36,000; Full time

Job summary

Bank of America is seeking a Client Associate to engage lobby clients and educate on self-service banking, including mobile, online banking and ATM transactions. You will process cash transactions accurately and build rapport to understand clients’ financial priorities and connect them to suitable solutions.

This role requires strong communication, client service skills, and availability for weekends or extended hours as needed.

Qualifications

• Experience in financial services or a related field is advantageous.
• One year of demonstrated successful sales in a salary plus incentive env.
• Six months of cash handling experience recommended.
• Bachelor's or business-relevant degree preferred.

Responsibilities

• Executes the bank's risk culture and aims for operational excellence.
• Builds client relationships 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 handles 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 / Secondary School or equivalent

Job description

Bank of America is seeking a Client Associate to engage lobby clients and educate on self-service banking, including mobile, online banking and ATM transactions. You will process cash transactions accurately and build rapport to understand clients’ financial priorities and connect them to suitable solutions.

This role requires strong communication, client service skills, and availability for weekends or extended hours as needed.