Relationship & Financial Solutions Advisor

NBMBAA; New Albany (IN); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America in New Albany, IN is seeking a friendly, customer-focused team member to engage clients in the lobby, educate them on self-service options, and accurately process cash transactions. You will build relationships, follow procedures, and support daily operations while delivering an exceptional client experience across banking products and services.

This role requires weekend/extended hours availability and a commitment to compliance, risk management, and delivering thoughtful

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus
• Collaborates effectively to build and nurture relationships
• Passion and drive to deliver a client experience that improves finances
• Able to identify solutions for new and existing clients based on their needs
• Confident in communicating and engaging with all clients
• Able to learn and adapt to new information and technology platforms
• Capable of educating clients on how to conduct simple banking transactions via self-service channels
• Uses critical thinking and problem-solving to meet client needs
• Follows established processes and regulations in daily activities
• Efficient at managing time and capacity
• Willing to work weekends or extended hours at various center locations

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 do right by clients and the bank, complying with laws
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls
• Drives the client experience
• 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

Job description

Bank of America in New Albany, IN is seeking a friendly, customer-focused team member to engage clients in the lobby, educate them on self-service options, and accurately process cash transactions. You will build relationships, follow procedures, and support daily operations while delivering an exceptional client experience across banking products and services.

This role requires weekend/extended hours availability and a commitment to compliance, risk management, and delivering thoughtful