Relationship Banker: Client Advisor & Banking Solutions

Bank of America; Philadelphia (Philadelphia County); On-site; USD 42,000 - 61,000; Full time

Job summary

Bank of America in Philadelphia is seeking a client service professional to engage clients in the lobby, educate them about self-service options, and assist with transactions.

You will build relationships, understand clients' financial goals, and connect them to appropriate solutions while ensuring accuracy and compliance.

This role requires a strong work ethic, effective communication, and the ability to work weekends or extended hours as needed.

Qualifications

• High school diploma or equivalent required.
• Bachelor’s degree or business-related associate degree preferred.
• Experience in financial services is a plus.

Responsibilities

• Executes risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• 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

Client Experience

Client Management

Branding

Client Solutions

Advisory Relationship Building

Business Development

Prospecting

Referral Identification

Referral Management

Education

Bachelor's Degree or business-related Associate’s Degree

High School Diploma or GED

Job description

Bank of America in Philadelphia is seeking a client service professional to engage clients in the lobby, educate them about self-service options, and assist with transactions.

You will build relationships, understand clients' financial goals, and connect them to appropriate solutions while ensuring accuracy and compliance.

This role requires a strong work ethic, effective communication, and the ability to work weekends or extended hours as needed.