Relationship Banking Advisor

Bank of America; Sutton (MA); On-site; USD 32,000 - 52,000; Full time

Job summary

Bank of America is seeking a client-focused frontline associate to engage clients in the lobby, educate on self-service banking, and assist with transactions. You will build strong relationships, identify solutions, and guide customers toward product options that meet their financial goals.

The role emphasizes accurate cash handling, effective communication, and adherence to policies while delivering a superior client experience in an in-office setting.

Qualifications

• Enthusiastic, self-motivated with strong work ethic and client focus.
• Collaborates effectively to meet client needs.
• Demonstrates passion and drive to improve clients’ financial lives.
• Able to identify solutions for new and existing clients based on needs.
• Clear communicator, able to engage all clients confidently.
• Learns and adapts to new information and technology platforms.
• Educates clients on self-service banking tools (ATM/online/mobile).
• Exercises strong critical thinking to meet client needs.
• Follows established processes and regulations in daily activities.
• Manages time and capacity efficiently.
• Focuses on results while acting in clients’ best interests.
• Ability to work weekends and extended hours when needed.

Responsibilities

• Engage clients in the lobby to educate and assist with self-service banking transactions.
• Process cash transactions accurately and efficiently as needed.
• Have in-depth conversations to understand financial goals and connect clients to solutions.
• Build relationships to help meet financial needs and drive client experience.

Skills

Adaptability

Customer Focus

Communication

Problem Solving

Relationship Building

Sales Experience

Time Management

Self-Service Education

Education

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

Job description

Bank of America is seeking a client-focused frontline associate to engage clients in the lobby, educate on self-service banking, and assist with transactions. You will build strong relationships, identify solutions, and guide customers toward product options that meet their financial goals.

The role emphasizes accurate cash handling, effective communication, and adherence to policies while delivering a superior client experience in an in-office setting.