Client Banking & Solutions Advisor

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

Benefits offered by this job

Benefits

Job summary

Bank of America is seeking a client-focused associate to engage clients in the lobby, assist with self-service banking, and process cash transactions accurately. You will build relationships, understand clients' financial priorities, and connect them to suitable solutions.

Responsibilities include managing center traffic, appointments, and outbound calls while driving an excellent client experience. Weekend or extended hours may be required at a nearby financial center location.

Qualifications

• Enthusiastic, self-motivated with a strong work ethic and focus on results.
• Able to collaborate to meet client needs and build relationships.
• Capable of learning new information and technology platforms.
• Confident in educating clients on self-service banking options.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions via self-service resources.
• Process cash transactions accurately and efficiently as needed.
• Develop deep conversations to understand clients' financial priorities and connect them to solutions.
• Build relationships with clients to meet financial needs and grow the center's business.
• Manage center traffic, appointments, and outbound calls; drive the client experience.

Skills

Adaptability

Customer Focus

Problem Solving

Relationship Building

Communication

Education

High School Diploma / GED

Job description

Bank of America is seeking a client-focused associate to engage clients in the lobby, assist with self-service banking, and process cash transactions accurately. You will build relationships, understand clients' financial priorities, and connect them to suitable solutions.

Responsibilities include managing center traffic, appointments, and outbound calls while driving an excellent client experience. Weekend or extended hours may be required at a nearby financial center location.