Relationship Banking Advisor

Bank of America

Springfield Township (Delaware County)

On-site

USD 21,000 - 30,000

Full time

5 days ago
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Job summary

Bank of America in the United States is hiring to engage clients in the lobby, educate them about self-service banking, and process cash transactions with accuracy. You will build relationships to understand financial needs and connect clients to appropriate solutions while adhering to laws and regulations.

The role requires the ability to handle cash, work weekends or extended hours at a nearby financial center, and deliver a high-quality client experience through effective communication and

Qualifications

  • HS diploma or GED required.
  • Experience in financial services is a plus.
  • Strong customer service and sales aptitude.

Responsibilities

  • Engages clients in the lobby to educate and assist with self-service banking.
  • Processes cash transactions accurately and efficiently.
  • Builds relationships to meet clients' financial needs.
  • Follows processes and regulatory guidelines.
  • Manages center traffic, appointments and outbound calls.
  • Drives the client experience.
  • Collaborates with specialists in lending and investments.

Skills

Adaptability
Customer Focus
Oral Communications
Problem Solving
Relationship Building
Client Management
Pipeline Management
Prospecting
Referral Management

Education

High School Diploma / GED

Job description

Bank of America in the United States is hiring to engage clients in the lobby, educate them about self-service banking, and process cash transactions with accuracy. You will build relationships to understand financial needs and connect clients to appropriate solutions while adhering to laws and regulations.

The role requires the ability to handle cash, work weekends or extended hours at a nearby financial center, and deliver a high-quality client experience through effective communication and

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