Relationship Banker & Solutions Advisor

Bank of America; Andover (MA); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America in the United States seeks a Branch Client Associate to engage lobby clients, educate on self-service transactions, and process cash accurately. You will build relationships, identify client needs, and connect them to banking solutions to support their financial goals.

The role requires strong communication, adaptability, and the ability to work weekends or extended hours at a nearby financial center. A high school diploma is required, with degree preferred for advancement.

Qualifications

• Must be enthusiastic self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
• Has the ability to learn and adapt to new information and technology platforms
• Educates clients on how to conduct simple banking transactions through self-service technologies (ATM, online banking, mobile banking)
• Applies strong critical thinking and problem-solving skills to meet clients' needs

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

Relationship Building

Customer Focus

Communication

Problem Solving

Adaptability

Sales Skills

Time Management

Self-Service Banking

Team Collaboration

Account Management

Client Experience

Business Acumen

Pipeline Management

Prospecting

Referral Management

Education

High School Diploma or GED

Bachelor's Degree or Associate’s Degree

Job description

Bank of America in the United States seeks a Branch Client Associate to engage lobby clients, educate on self-service transactions, and process cash accurately. You will build relationships, identify client needs, and connect them to banking solutions to support their financial goals.

The role requires strong communication, adaptability, and the ability to work weekends or extended hours at a nearby financial center. A high school diploma is required, with degree preferred for advancement.