Relationship Banking Advisor | Client Solutions

Bank of America

Portland (OR)

On-site

USD 36,000 - 48,000

Full time

5 days ago
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Job summary

Bank of America in Portland, OR seeks an in‑branch client service professional to educate clients and assist with transactions via self‑service tools such as mobile and online banking or ATM. You will process cash accurately and build client relationships to meet financial goals.

Responsibilities include operating with risk culture, adhering to laws, and collaborating with experts in lending and investments to grow the client base and experiences. Weekend or extended hours may be required.

Qualifications

  • Enthusiastic, self-motivated with a strong work ethic and results focus.
  • Collaborates effectively to build relationships and serve clients.
  • Clear communicator capable of engaging diverse clients.
  • Learns and adapts to new information and technology platforms.

Responsibilities

  • Executes the bank’s risk culture and procedural standards.
  • Builds relationships with clients to meet financial needs.
  • Follows processes to ensure compliance with laws and guidelines.
  • Grows knowledge by partnering with experts in small business, lending, and investments.
  • Manages center traffic, appointments, and outbound calls.
  • Drives the client experience and satisfaction.
  • Manages cash responsibilities.

Skills

Adaptability
Oral Communications
Relationship Building
Customer Focus
Problem Solving
Account Management

Education

High School Diploma / GED
Bachelor’s Degree or business‑relevant Associate’s Degree

Job description

Bank of America in Portland, OR seeks an in‑branch client service professional to educate clients and assist with transactions via self‑service tools such as mobile and online banking or ATM. You will process cash accurately and build client relationships to meet financial goals.

Responsibilities include operating with risk culture, adhering to laws, and collaborating with experts in lending and investments to grow the client base and experiences. Weekend or extended hours may be required.

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