Relationship Banking Advisor

Bank of America; Bothell (WA); On-site; USD 36,000 - 52,000; Full time

Job summary

Bank of America in the United States is seeking a Client Service Professional to engage clients in the lobby, educate them on self‑service options, and accurately handle cash transactions.

You will build relationships, understand client financial needs, and connect them with suitable solutions while following bank processes and regulatory requirements. The role includes managing center traffic, appointments, and outbound calls to enhance the client experience.

Qualifications

• High School Diploma or GED required.
• 1 year of sales experience in a salary-plus incentive environment.
• 6 months of cash handling experience.

Responsibilities

• Engage clients in the lobby and educate on self‑service options.
• Process cash transactions accurately and efficiently.
• Build relationships to identify client financial needs and connect to solutions.
• Follow bank processes and comply with laws and regulations.
• Manage center traffic, appointments, and outbound calls; drive the client experience.

Skills

Adaptability

Customer Focus

Problem Solving

Relationship Building

Account Management

Client Management

Client Solutions Advisory

Sales Mindset

Communication

Prospecting

Education

High School Diploma or GED

Job description

Bank of America in the United States is seeking a Client Service Professional to engage clients in the lobby, educate them on self‑service options, and accurately handle cash transactions.

You will build relationships, understand client financial needs, and connect them with suitable solutions while following bank processes and regulatory requirements. The role includes managing center traffic, appointments, and outbound calls to enhance the client experience.