Relationship Banking Advisor

Bank of America; Ohio; On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America in the United States is hiring for a customer service role in the lobby to educate clients and assist with self-service transactions, including mobile, online banking, or ATM usage. You will process cash transactions accurately and engage clients to understand their financial priorities.

You will build relationships, follow guidelines, and partner with experts in small business, lending, and investments to grow the bank's client experience while working with a schedule that may

Qualifications

• High school diploma or GED required.
• Bachelor's Degree or business-related Associate's Degree preferred.
• Experience in financial services and knowledge of financial products is a plus.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes and guidelines to do what is right for clients and the bank, adhering to laws and regulations.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages client flow, appointments, and outbound calls to drive the client experience.
• Drives the client experience and cash responsibilities.

Skills

Adaptability

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Relationship Building

Client Solutions Advisory

Account Management

Client Management

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in the United States is hiring for a customer service role in the lobby to educate clients and assist with self-service transactions, including mobile, online banking, or ATM usage. You will process cash transactions accurately and engage clients to understand their financial priorities.

You will build relationships, follow guidelines, and partner with experts in small business, lending, and investments to grow the bank's client experience while working with a schedule that may