Client Banking Advisor

Bank of America; Mooresville (NC); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America is seeking a customer-oriented associate to engage clients in the lobby, educate them on self-service options, and assist with transactions. The role emphasizes building relationships, processing cash transactions, and connecting clients to financial solutions in a fast-paced branch environment.

The position focuses on delivering an excellent client experience, meeting regulatory requirements, and collaborating with specialists in lending, investments, and small business

Qualifications

• High School Diploma / GED required as minimum education.
• One year of successful sales experience in a salary plus incentive environment with individual sales goals is preferred.
• Experience in financial services and knowledge of financial services industry, products and solutions is a plus.

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 in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Branding

Client Management

Client Solutions

Advisory Relationship Building

Business Development Pipeline

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's Degree or related Associate’s Degree

Job description

Bank of America is seeking a customer-oriented associate to engage clients in the lobby, educate them on self-service options, and assist with transactions. The role emphasizes building relationships, processing cash transactions, and connecting clients to financial solutions in a fast-paced branch environment.

The position focuses on delivering an excellent client experience, meeting regulatory requirements, and collaborating with specialists in lending, investments, and small business