Relationship Banking Advisor

Bank of America; Palatine (IL); On-site; USD 32,000 - 44,000; Full time

Job summary

Bank of America is hiring for a client-focused role in the United States, with responsibilities in engaging clients, processing cash, and guiding them to digital banking options. You will build meaningful relationships, understand financial goals, and connect clients to suitable solutions while adhering to policies.

The role emphasizes strong communication, flexibility to cover weekends, and a commitment to delivering excellent client experiences in a busy branch environment.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates effectively to build relationships and drive client outcomes.
• Able to educate clients on self-service banking and digital tools (ATM/online/mobile).
• Strong critical thinking and problem-solving to meet client needs.
• Adheres to processes, laws, and bank policies in daily activities.
• Flexibility to work weekends or extended hours as needed.

Responsibilities

• Engages clients in the lobby to educate and assist with self-service transactions.
• Processes cash transactions accurately and efficiently for clients.
• Develops deep conversations to understand financial goals and connect clients to solutions.
• Builds relationships with clients to meet financial needs through bank products and services.
• Manages center traffic, appointments, and outbound calls effectively.
• Drives the overall client experience and upholds risk controls.

Skills

Adaptability

Customer focus

Relationship building

Problem solving

Communication

Account management

Client experience branding

Client management

Prospecting

Education

High School Diploma / GED

Job description

Bank of America is hiring for a client-focused role in the United States, with responsibilities in engaging clients, processing cash, and guiding them to digital banking options. You will build meaningful relationships, understand financial goals, and connect clients to suitable solutions while adhering to policies.

The role emphasizes strong communication, flexibility to cover weekends, and a commitment to delivering excellent client experiences in a busy branch environment.