Relationship Banking & Client Solutions Advisor

NBMBAA; Strongsville (OH); On-site; USD 22,000 - 33,000; Full time

Job summary

Bank of America is seeking a client-focused associate to engage clients in the lobby, educate on self-service banking, and process cash transactions with accuracy. You will build relationships, understand clients' financial goals, and connect them to suitable solutions while adhering to regulatory guidelines.

The role emphasizes delivering an exceptional client experience, working with a team across branches, and maintaining a flexible schedule including weekends.

Qualifications

• Enthusiastic, highly motivated self-starter focused on client results.
• Collaborates effectively to build relationships and get things done.
• Passion and drive to deliver an experience that improves clients’ financial lives.
• Confident in identifying solutions for new and existing clients.
• Strong communication and comfort engaging all clients.
• Able to learn and adapt to new information and platforms.
• Educates clients on auto self-service banking options.
• Uses critical thinking to meet client needs.
• Adheres to laws and bank guidelines in daily tasks.
• Manages time and capacity; available for weekends/extended hours.

Responsibilities

• Engage clients in lobby to educate and assist with self-service banking.
• Process cash transactions accurately and efficiently.
• Conduct deep conversations to understand financial goals and connect to solutions.
• Build relationships to meet clients' financial needs.
• Follow established processes and guidelines to ensure compliance.
• Manage center traffic, appointments and outbound calls.
• Drive the client experience and risk culture.
• Handle cash responsibilities and maintain accuracy.

Skills

Self-starter

Work ethic

Relationship building

Client education

Effective communication

Adaptability

Problem solving

Time management

Weekend availability

Learning mindset

Education

Bachelor's degree

Associate’s degree

Finance background

Job description

Bank of America is seeking a client-focused associate to engage clients in the lobby, educate on self-service banking, and process cash transactions with accuracy. You will build relationships, understand clients' financial goals, and connect them to suitable solutions while adhering to regulatory guidelines.

The role emphasizes delivering an exceptional client experience, working with a team across branches, and maintaining a flexible schedule including weekends.