Relationship Banking Advisor

Bank of America; Houston (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

Bank of America is seeking a client advisor to engage customers in the lobby, educate on self-service resources, and process cash transactions accurately. You will build relationships to understand financial goals, connect clients to solutions, and help drive the client experience while following laws and bank policies.

This in-office role may require weekend or extended hours and will train at a central location before moving to a nearby financial center.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus.
• Collaborates effectively to get things done and build strong relationships.
• Displays passion and drive to deliver an experience that improves clients' financial lives.
• Able to educate clients on self-service banking and digital platforms.

Responsibilities

• Executes risk culture and aims for operational excellence
• Builds relationships with clients to meet financial needs
• Follows processes and guidelines to act in clients' and bank's best interests
• Grows business knowledge by partnering with experts in small business, lending, and investments
• Manages center traffic, appointments, and outbound calls
• Drives the client experience and manages cash responsibilities

Job description

Bank of America is seeking a client advisor to engage customers in the lobby, educate on self-service resources, and process cash transactions accurately. You will build relationships to understand financial goals, connect clients to solutions, and help drive the client experience while following laws and bank policies.

This in-office role may require weekend or extended hours and will train at a central location before moving to a nearby financial center.