Client Banking Advisor & Relationship Builder

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

Job summary

Bank of America in Raleigh seeks a branch associate to engage clients in the lobby and guide them through self-service options. You will process cash transactions accurately and build relationships to help clients meet financial goals.

The role requires strong communication, cash handling experience, and flexibility with weekends/extended hours. You will work within a regulated environment and contribute to an exceptional client experience.

Qualifications

• High School Diploma or GED required.
• Experience in cash handling and in financial services preferred.
• Ability to work weekends and extended hours.
• Excellent communication and customer service skills.
• Knowledge of self-service banking platforms helpful.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions via self-service resources.
• Process cash transactions accurately and efficiently.
• Build relationships to meet clients' financial needs.
• Manage center traffic, appointments and outbound calls.
• Deliver excellent client experience while adhering to laws and bank policies.

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 or GED

Bachelor’s Degree or related qualification

Job description

Bank of America in Raleigh seeks a branch associate to engage clients in the lobby and guide them through self-service options. You will process cash transactions accurately and build relationships to help clients meet financial goals.

The role requires strong communication, cash handling experience, and flexibility with weekends/extended hours. You will work within a regulated environment and contribute to an exceptional client experience.