Relationship Banking Advisor — Client Solutions & Growth

Bank of America; Rio Grande (NJ); On-site; USD 34,000 - 45,000; Full time

Job summary

Bank of America is seeking friendly, customer-focused teammates to educate and assist clients in the lobby, guiding them to self-service options and accurately processing cash transactions as needed.

You'll build relationships with clients, follow established processes and regulations, and collaborate with specialists in small business, lending and investments to meet financial goals and deliver an exceptional client experience.

Qualifications

• Enthusiastic, highly motivated self-starter with strong work ethic and focus on results.
• Collaborates effectively to build relationships and get things done.
• Delivers an experience that improves clients' financial lives.
• Confident in identifying solutions based on client needs.
• Effective and confident communicator; comfortable with all clients.
• Ability to learn and adapt to new information and technology platforms.
• Education on simple banking transactions through self-service channels.

Responsibilities

• Executes risk culture and aims for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes and guidelines to do what is right for clients and the bank.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls.
• D 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

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

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking friendly, customer-focused teammates to educate and assist clients in the lobby, guiding them to self-service options and accurately processing cash transactions as needed.

You'll build relationships with clients, follow established processes and regulations, and collaborate with specialists in small business, lending and investments to meet financial goals and deliver an exceptional client experience.