Client Banking & Solutions Advisor

Bank of America; New Bern (NC); On-site; USD 30,000 - 42,000; Full time

Job summary

Bank of America in New Bern, NC is seeking a Client Advisor to engage clients in the lobby, educate them on self-service options, and assist with transactions using mobile, online banking, and ATMs. You will build relationships, process cash transactions accurately, and guide clients to solutions that meet their financial goals while complying with laws and bank policies.

This role requires strong communication, adaptability, and a focus on delivering a positive client experience, including

Qualifications

• Energetic self-starter with strong work ethic and results focus.
• Able to build relationships and deliver client-focused solutions.
• Comfortable learning new technology platforms and processes.
• Demonstrates effective communication and time management.

Responsibilities

• Engages clients in the lobby to educate and assist with transactions through self-service resources.
• Accurately and efficiently processes cash transactions as needed.
• Develops deep conversations to understand financial priorities and offers solutions.
• Builds relationships to meet clients' financial needs and connect to experts as needed.
• Manages center traffic, appointments, and outbound calls to drive the client experience.
• Adheres to laws, regulations, and bank policies in daily activities.

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 Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma

Bachelor's Degree in Business/Finance

Job description

Bank of America in New Bern, NC is seeking a Client Advisor to engage clients in the lobby, educate them on self-service options, and assist with transactions using mobile, online banking, and ATMs. You will build relationships, process cash transactions accurately, and guide clients to solutions that meet their financial goals while complying with laws and bank policies.

This role requires strong communication, adaptability, and a focus on delivering a positive client experience, including