Client-Centric Banking Advisor

Bank of America; Matthews (NC); On-site; USD 42,000 - 58,000; Full time

Job summary

Bank of America is seeking a Relationship Banker for the Charlotte South Market to engage clients in the lobby, educate on self-service options, and help process transactions efficiently. The role focuses on building relationships, understanding clients’ financial priorities, and connecting them with appropriate solutions.

You will support cash handling, manage center flow and schedules, and work with teams across lending, investments, and small business experts.

Qualifications

• Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor’s Degree or business-relevant Associate’s Degree such as business management, business administration or finance.

Responsibilities

• Executes the bank’s risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

Skills

Relationship Building

Sales

Customer Focus

Communication

Problem Solving

Time Management

Banking Knowledge

Self-Service Tech

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Relationship Banker for the Charlotte South Market to engage clients in the lobby, educate on self-service options, and help process transactions efficiently. The role focuses on building relationships, understanding clients’ financial priorities, and connecting them with appropriate solutions.

You will support cash handling, manage center flow and schedules, and work with teams across lending, investments, and small business experts.