Relationship Banking Advisor

Bank of America; Coon Rapids (MN); On-site; USD 38,000 - 48,000; Full time

Job summary

Bank of America in Minnesota is seeking a client service focused professional to engage clients in the lobby, educate them on self-service options, and assist with transactions while delivering a superior client experience.

You will build relationships, collaborate with lending and investments experts, and ensure compliance with laws. Weekend or extended hours may be required, with training provided.

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus.
• Collaborates effectively to build relationships and get things done.
• Passion and drive to improve clients' financial lives and experiences.
• Confident in identifying client solutions based on needs.
• Effective communicator, comfortable engaging all clients.
• Able to learn and adapt to new information and technology platforms.
• Confident in teaching clients how to conduct simple banking transactions via self-service.
• Strong critical thinking and problem-solving skills.
• Adheres to established processes and laws/regulations.
• Excellent time management and capacity handling.
• Focus on client-first outcomes.
• Weekend/extended hours availability.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions through self-service resources.
• Process cash transactions accurately and efficiently for clients.
• Gain knowledge of clients' financial and life priorities and connect to appropriate solutions.
• Collaborate with small business, lending, and investments experts to grow knowledge.
• Manage center traffic, appointments, and outbound calls.
• Drive the client experience and ensure quality service.
• Handle cash responsibilities efficiently and securely.

Skills

Adaptability

Customer Focus

Relationship Building

Problem Solving

Communication

Time Management

Cash Handling

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Minnesota is seeking a client service focused professional to engage clients in the lobby, educate them on self-service options, and assist with transactions while delivering a superior client experience.

You will build relationships, collaborate with lending and investments experts, and ensure compliance with laws. Weekend or extended hours may be required, with training provided.