Relationship Banker: Client Advisor & Banking Specialist

Bank of America; Henderson (NV); On-site; USD 38,000 - 50,000; Full time

Job summary

Bank of America is seeking a client service associate to engage clients in the lobby and guide them through self-service options (mobile, online, ATM). The role emphasizes accurate cash handling and building relationships to meet financial goals, while following all laws and bank policies.

A high level of client interaction and problem solving is expected. Responsibilities include managing cash, handling appointments, and conducting proactive conversations to identify suitable banking solutions

Qualifications

• Demonstrates adaptability and a proactive approach to client needs.
• Shows strong client focus with ability to identify financial solutions.
• Applies problem solving to address client inquiries and transactions.

Responsibilities

• Engages clients in the lobby to assist with transactions via self-service tools.
• Processes cash transactions accurately and efficiently as needed.
• Develops deep conversations to uncover financial goals and connect to solutions.
• Builds relationships to meet client financial needs and drive service quality.
• Maintains compliance with laws and bank guidelines in daily activities.
• Manages center traffic, appointments, and outbound follow-ups.

Skills

Adaptability

Client Focus

Relationship Building

Problem Solving

Oral Communications

Time Management

Education

Bachelor's or business-related Associate's degree

Job description

Bank of America is seeking a client service associate to engage clients in the lobby and guide them through self-service options (mobile, online, ATM). The role emphasizes accurate cash handling and building relationships to meet financial goals, while following all laws and bank policies.

A high level of client interaction and problem solving is expected. Responsibilities include managing cash, handling appointments, and conducting proactive conversations to identify suitable banking solutions