Relationship Banking Advisor

Bank of America

Apple Valley (MN)

On-site

USD 25,000 - 33,000

Full time

2 days ago
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Job summary

Bank of America in Minnesota is seeking a customer-oriented associate to engage clients in the lobby, educate them on self-service options, and process cash transactions accurately. You will build relationships, identify solutions, and contribute to a positive client experience.

Responsibilities include following procedures, working weekends as needed, and collaborating with colleagues and specialists to meet clients' financial goals while delivering excellent service.

Qualifications

  • Customer-focused with strong work ethic and results orientation.
  • Excellent communication and relationship-building abilities.
  • Ability to learn and adapt to new information and technology platforms.
  • Comfortable educating clients on self-service banking options (ATM, online, mobile).

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

High School Diploma / GED / Secondary School or equivalent
Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

Job description

Bank of America in Minnesota is seeking a customer-oriented associate to engage clients in the lobby, educate them on self-service options, and process cash transactions accurately. You will build relationships, identify solutions, and contribute to a positive client experience.

Responsibilities include following procedures, working weekends as needed, and collaborating with colleagues and specialists to meet clients' financial goals while delivering excellent service.

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