Client Experience Advisor

ghr; Cary (NC); On-site; USD 34,000 - 42,000; Full time

Job summary

Bank of America is seeking a customer-focused team member to engage clients in the lobby, educate on self-service tools, and process cash transactions efficiently. You will build relationships, understand client needs, and connect them with financial solutions while maintaining compliance and risk controls.

This role requires strong communication, a proactive mindset, and the ability to work weekends or extended hours at various centers as needed.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic focused on results.
• Collaborates effectively to build relationships and meet client needs.
• Communicates confidently and educates clients on banking options.
• Adheres to established processes, laws, and risk controls while delivering service.
• Experience with self-service banking and cash handling is a plus.

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

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

Bachelor's Degree or business-relevant Associate’s Degree

Job description

Bank of America is seeking a customer-focused team member to engage clients in the lobby, educate on self-service tools, and process cash transactions efficiently. You will build relationships, understand client needs, and connect them with financial solutions while maintaining compliance and risk controls.

This role requires strong communication, a proactive mindset, and the ability to work weekends or extended hours at various centers as needed.