In-Branch Relationship Advisor

Bank of America; Mentor (OH); On-site; USD 32,000 - 45,000; Full time

Job summary

Bank of America is seeking a client-focused associate for its lobby to educate clients on self-service banking options and to process cash transactions accurately. You will identify solutions that align with client goals and connect clients to the right financial services.

The role emphasizes risk management, relationship building, and delivering an exceptional client experience across our retail network. Weekend and extended hours may be required at various centers nearby.

Qualifications

• Customer-focused self-starter with a strong work ethic and results orientation.
• Collaborates effectively to build and nurture relationships.
• Communicates confidently, informs clients about self-service banking.
• Learns and adapts to new information and technology platforms.
• Identifies solutions for client needs based on conversations and data.
• Willing to work weekends/extended hours at multiple centers if needed.

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 interests, complying with laws.
• Grows knowledge by partnering with experts in small business, lending and investments.
• Manages financial center traffic, appointments, and outbound calls.
• Drives the client experience and ensures quality service.
• Manages cash responsibilities.

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 is seeking a client-focused associate for its lobby to educate clients on self-service banking options and to process cash transactions accurately. You will identify solutions that align with client goals and connect clients to the right financial services.

The role emphasizes risk management, relationship building, and delivering an exceptional client experience across our retail network. Weekend and extended hours may be required at various centers nearby.