Relationship Banking Advisor

Bank of America; Savannah (GA); On-site; USD 38,000 - 52,000; Full time

Job summary

Bank of America is seeking a Client Service Associate to engage clients in the lobby, educate them on self-service banking options, and accurately process cash transactions. The role emphasizes building relationships, following regulations, and guiding clients toward suitable financial solutions.

You will collaborate with experts in small business, lending, and investments, manage center flow and appointments, and contribute to a positive client experience while meeting legal requirements.

Qualifications

• Strong interpersonal skills with a client-centric approach.
• Ability to learn and adapt to new information and technology platforms.
• Comfortable educating clients on self-service banking channels (ATM, online, mobile).
• Must be able to work weekends and/or extended hours as needed.

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 in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Grows business knowledge and network by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience.
• Manages cash responsibilities.

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Client Management

Client Solutions

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma or GED

Bachelor's Degree

Job description

Bank of America is seeking a Client Service Associate to engage clients in the lobby, educate them on self-service banking options, and accurately process cash transactions. The role emphasizes building relationships, following regulations, and guiding clients toward suitable financial solutions.

You will collaborate with experts in small business, lending, and investments, manage center flow and appointments, and contribute to a positive client experience while meeting legal requirements.