Personal Banking & Relationship Advisor

Bank of America; Katy (TX); On-site; USD 38,000 - 52,000; Full time

Job summary

Bank of America is seeking a client-focused associate for its Financial Center operations in the United States. The role centers on engaging clients in the lobby, educating them about self-service banking options, and processing cash transactions with accuracy while building strong client relationships.

The ideal candidate is bilingual (Spanish/Mandarin highly desired), possesses a strong work ethic, and can adapt to new platforms, delivering solutions that meet clients’ financial goals within a

Qualifications

• Has strong work ethic with results focus
• Ability to build relationships with clients and collaborate with teammates
• Clear and confident communication; comfortable engaging all clients
• Ability to learn and adapt to new information and technology platforms
• Proficient in educating clients on self-service banking (ATM/online/mobile)
• Adheres to laws and regulations and follows established processes

Responsibilities

• Engages clients in the lobby to educate and assist with self-service resources
• Processes cash transactions accurately and efficiently
• Develops deep conversations to understand financial goals and connect clients to solutions
• Drives the client experience and manages center traffic, appointments, and outbound calls
• Grows business knowledge by partnering with experts in small business, lending, and investments
• Manages cash responsibilities and contributes to operational excellence

Skills

Adaptability

Customer focus

Oral communications

Problem solving

Relationship building

Client management

Prospecting

Pipeline management

Education

Bachelor's degree or business relevant associate degree such as business management, business administration, or finance

Job description

Bank of America is seeking a client-focused associate for its Financial Center operations in the United States. The role centers on engaging clients in the lobby, educating them about self-service banking options, and processing cash transactions with accuracy while building strong client relationships.

The ideal candidate is bilingual (Spanish/Mandarin highly desired), possesses a strong work ethic, and can adapt to new platforms, delivering solutions that meet clients’ financial goals within a