Relationship Banking Advisor

National Black MBA Association

Northern (KY)

On-site

USD 36,000 - 52,000

Full time

5 days ago
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Job summary

Bank of America is hiring to educate and assist clients in the lobby with self-service banking options—mobile, online, and ATM—while accurately processing cash transactions as needed.

The role emphasizes building client relationships, uncovering financial needs, and connecting clients to suitable solutions. Candidates must be able to work weekends and extend hours, with a strong compliance mindset and customer focus.

Qualifications

  • Engages clients in lobby and educates on self-service banking tools.
  • Performs cash transactions accurately and efficiently when needed.
  • Builds client relationships to identify financial needs and opportunities.

Responsibilities

  • Executes risk culture and aims for operational excellence.
  • Builds relationships to meet client financial needs.
  • Follows processes and regulations to act in clients' and bank's best interests.
  • Grows knowledge by collaborating with specialists in lending, investments, etc.
  • Manages center traffic, appointments, and outbound calls.
  • Drives the client experience and cash handling responsibilities.

Skills

Adaptability
Customer Focus
Relationship Building
Problem Solving
Oral Communications
Account Management
Client Experience Branding
Client Solutions Advisory

Education

High School Diploma / GED
Bachelor's Degree (finance/business)

Job description

Bank of America is hiring to educate and assist clients in the lobby with self-service banking options—mobile, online, and ATM—while accurately processing cash transactions as needed.

The role emphasizes building client relationships, uncovering financial needs, and connecting clients to suitable solutions. Candidates must be able to work weekends and extend hours, with a strong compliance mindset and customer focus.

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