Client-Centric Banker: Build Relationships & Financial Solutions

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

Job summary

Bank of America is seeking a client-focused associate to educate clients in self-service banking, process cash transactions, and build relationships to meet financial needs. You will collaborate with specialists in lending and investments to connect clients with appropriate solutions and manage daily center activities.

The role emphasizes exceptional service, adherence to regulations, and a flexible schedule to serve clients, including possible weekend hours.

Qualifications

• Experience in financial services or knowledge of financial products is a plus.
• Sales experience in a salary+incentive environment with individual goals is desirable.
• Cash handling experience is preferred.

Responsibilities

• Engages clients in lobby to educate and assist with transactions via self-service channels.
• Processes cash transactions accurately and efficiently for clients.
• Builds relationships to meet clients' financial needs and connect them to suitable solutions.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls; drives client experience.

Skills

Adaptability

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory Relationship

Business Development Pipeline

Prospecting Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's Degree or related Associate’s Degree in business/finance

Job description

Bank of America is seeking a client-focused associate to educate clients in self-service banking, process cash transactions, and build relationships to meet financial needs. You will collaborate with specialists in lending and investments to connect clients with appropriate solutions and manage daily center activities.

The role emphasizes exceptional service, adherence to regulations, and a flexible schedule to serve clients, including possible weekend hours.