Relationship Banking Advisor

Bank of America; Worthington (MN); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is seeking a Client Services role to engage clients in the lobby, educate on self-service options, and process cash transactions accurately. You will build relationships to meet financial needs, manage branch traffic, and connect clients to solutions with a strong focus on compliance and service quality.

The position emphasizes a customer-first approach, collaboration with experts, and flexibility to meet role-specific considerations in an in-office setting.

Qualifications

• Minimum Education: High School Diploma or GED.
• Excellent communication and interpersonal skills.
• Ability to learn and adapt to new information and technology platforms.
• Strong client-focused attitude with a results-driven approach.
• Comfortable engaging with diverse clients at all levels.
• Willingness to work weekends and 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 to act in the best interests of clients and the bank.
• Grows knowledge by collaborating with specialists in small business, lending, and investments.
• Manages branch traffic, appointments, and outbound calls effectively.
• Drives the client experience and manages cash responsibilities.

Skills

Adaptability

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED

Job description

Bank of America is seeking a Client Services role to engage clients in the lobby, educate on self-service options, and process cash transactions accurately. You will build relationships to meet financial needs, manage branch traffic, and connect clients to solutions with a strong focus on compliance and service quality.

The position emphasizes a customer-first approach, collaboration with experts, and flexibility to meet role-specific considerations in an in-office setting.