Personal Banking Relationship Advisor

Bank of America; Wisconsin; On-site; USD 32,000 - 52,000; Full time

Job summary

Bank of America is hiring for a client-facing banking role in Wisconsin, focused on educating clients about self-service options and accurately processing cash transactions. You will build relationships, understand client needs, and connect clients to financial solutions while adhering to laws and company policies.

The position emphasizes a strong service mindset, ability to work with teams, and willingness to work weekends or extended hours as needed across a reasonable number of centers.

Qualifications

• Bachelor's degree or related Associate’s Degree in business or finance preferred.
• High School Diploma or GED required per minimum education.
• Strong communication and interpersonal skills essential.

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.
• Drives the client experience.
• Manages cash responsibilities.

Skills

Adaptability

Business Acumen

Customer and Client 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

Bachelor's degree or related Associate’s Degree such as business management, business administration or finance

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is hiring for a client-facing banking role in Wisconsin, focused on educating clients about self-service options and accurately processing cash transactions. You will build relationships, understand client needs, and connect clients to financial solutions while adhering to laws and company policies.

The position emphasizes a strong service mindset, ability to work with teams, and willingness to work weekends or extended hours as needed across a reasonable number of centers.