Relationship Banking & Solutions Advisor

Bank of America; Albuquerque (NM); On-site; USD 34,000 - 46,000; Full time

Job summary

Bank of America is seeking a client-focused Banking Service professional to engage clients in lobby activities and educate them on self-service options, such as mobile and online banking. You will process cash transactions accurately, conduct meaningful conversations to understand clients' financial priorities, and connect them to appropriate banking solutions.

This role requires strong communication, the ability to handle cash, and a commitment to compliance with laws and bank policies.

Qualifications

• Proactive self-starter with strong work ethic and results focus.
• Collaborates to build relationships and deliver client solutions.
• Excellent communication and the ability to educate clients on banking tech.

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 client's and bank's best interests.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls.
• Drives the client experience.
• Manages cash responsibilities.

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Client Management

Client Solutions

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 seeking a client-focused Banking Service professional to engage clients in lobby activities and educate them on self-service options, such as mobile and online banking. You will process cash transactions accurately, conduct meaningful conversations to understand clients' financial priorities, and connect them to appropriate banking solutions.

This role requires strong communication, the ability to handle cash, and a commitment to compliance with laws and bank policies.