Client Banking Advisor & Solutions Navigator

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

Job summary

Bank of America in Gastonia, NC is seeking a customer-focused teammate to engage clients in the lobby, educate on self-service resources, and accurately process transactions. You will develop deep conversations to understand financial priorities and connect clients with solutions that align with their goals.

The role emphasizes relationship development, collaboration with specialists in lending and investments, and delivering an outstanding client experience while adhering to regulatory

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus.
• Effective collaborator with ability to build and nurture relationships.
• Comfortable educating clients on self-service banking and basic transactions.

Responsibilities

• Executes the bank's risk culture and adherence to policies while delivering a strong client experience.
• Builds relationships with clients to meet financial needs and connects them to appropriate solutions.
• Follows established processes and guidelines in daily activities to act in the client's and bank's best interest.
• Grows knowledge of financial services and collaborates with lending, investments, and small business experts.
• Manages lobby flow, appointments, and outbound calls to support client engagement and cash handling.

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

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Gastonia, NC is seeking a customer-focused teammate to engage clients in the lobby, educate on self-service resources, and accurately process transactions. You will develop deep conversations to understand financial priorities and connect clients with solutions that align with their goals.

The role emphasizes relationship development, collaboration with specialists in lending and investments, and delivering an outstanding client experience while adhering to regulatory