Client Relationship Advisor: Financial Solutions
Job in
Wallingford, New Haven County, Connecticut, 06495, USA
Listed on 2026-07-18
Listing for:
Bank of America
Full Time
position Listed on 2026-07-18
Job specializations:
-
Finance & Banking
Financial Sales, Bank Customer Service, Financial Advisor / Consultant
Job Description & How to Apply Below
Bank of America in the United States seeks a client‑facing professional to engage clients in the lobby, educate them, and assist with self-service transactions via mobile, online banking, or ATM. You will process cash transactions accurately, and have in-depth conversations to tailor financial solutions for clients.
The role emphasizes building client relationships, adhering to laws and policies, and collaborating with specialists in small business, lending, and investments to meet financial
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