Relationship Banking Advisor

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

Benefits offered by this job

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Job summary

Bank of America is seeking an energetic Client Experience Associate to engage clients in the lobby, educate them on self-service resources, and process transactions accurately. You will build relationships and identify solutions to meet clients' financial goals while adhering to policies and standards.

The role requires strong communication, adaptability, and a willingness to work weekends or extended hours, with training at a financial center and potential relocation within commuting distance.

Qualifications

• Strong customer-facing skills and a client-first approach.
• Ability to learn and adapt to new banking platforms and processes.
• Experience in a sales environment with individual goals is a plus.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions.
• Process cash transactions accurately and efficiently.
• Build relationships to meet client financial needs and goals.
• Follow laws and bank policies in daily activities.
• Develop knowledge by partnering with experts in lending and investments.

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Sales Mindset

Education

High School Diploma / GED

Bachelor’s Degree or business-related Associate’s Degree

Job description

Bank of America is seeking an energetic Client Experience Associate to engage clients in the lobby, educate them on self-service resources, and process transactions accurately. You will build relationships and identify solutions to meet clients' financial goals while adhering to policies and standards.

The role requires strong communication, adaptability, and a willingness to work weekends or extended hours, with training at a financial center and potential relocation within commuting distance.