Client Banking Advisor and Relationship Builder

Bank of America; Raleigh (NC); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America in Raleigh, NC is hiring a Client Service Associate to engage clients in the lobby, educate on self-service tools, and assist with transactions using online banking, mobile, and ATMs. The role emphasizes accurate cash handling and building relationships to meet clients' financial goals.

You will follow bank processes and collaborate with specialists in lending, deposits, and investments while delivering a high-quality client experience.

Qualifications

• Strong work ethic and results orientation.
• Excellent verbal and written communication.
• Ability to build relationships with clients and colleagues.
• Comfort engaging diverse clients across multiple channels.

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

Skills

Customer focus

Communication

Relationship building

Problem solving

Time management

Self-service banking

Sales oriented

Education

High School Diploma or equivalent

Job description

Bank of America in Raleigh, NC is hiring a Client Service Associate to engage clients in the lobby, educate on self-service tools, and assist with transactions using online banking, mobile, and ATMs. The role emphasizes accurate cash handling and building relationships to meet clients' financial goals.

You will follow bank processes and collaborate with specialists in lending, deposits, and investments while delivering a high-quality client experience.