Relationship Banking Advisor | Client Solutions

Bank of America; Livonia (MI); On-site; USD 42,000 - 56,000; Full time

Job summary

Bank of America is hiring for a frontline client service role focused on educating clients about self-service options and handling transactions. You will engage clients in the lobby, process cash and guide them to appropriate solutions to meet their financial goals.

The position requires weekend/extended hours as needed, with in-office attendance and a strong emphasis on regulatory compliance and client service excellence.

Qualifications

• Demonstrates enthusiasm, motivation and results focus to benefit clients.
• Builds effective relationships and collaborates with teammates.
• Communicates confidently and guides clients through simple banking transactions.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes to act in the best interest of clients and the bank, complying with laws.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls.
• Drives the client experience and ensures quality service.
• 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 / Secondary School or equivalent

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

Job description

Bank of America is hiring for a frontline client service role focused on educating clients about self-service options and handling transactions. You will engage clients in the lobby, process cash and guide them to appropriate solutions to meet their financial goals.

The position requires weekend/extended hours as needed, with in-office attendance and a strong emphasis on regulatory compliance and client service excellence.