Client Experience Advisor - Banking

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

Job summary

Bank of America Corporation in the United States is seeking a client-focused professional to engage clients in the lobby, educate on self-service channels, and accurately process cash transactions. The role emphasizes building relationships to meet financial needs and guiding clients to appropriate solutions while adhering to laws and internal policies.

The position requires strong communication, problem solving, and time-management skills, with the ability to work weekends or extended hours as

Qualifications

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
• Collaborates effectively to get things done, building and nurturing strong relationships
• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives
• Is confident in identifying solutions for new and existing clients based on their needs
• Communicates effectively and confidently and is comfortable engaging all clients

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 Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Branding

Client Management

Client Solutions

Advisory

Relationship Building

Business Development Pipeline

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor’s Degree

Associate’s Degree

Job description

Bank of America Corporation in the United States is seeking a client-focused professional to engage clients in the lobby, educate on self-service channels, and accurately process cash transactions. The role emphasizes building relationships to meet financial needs and guiding clients to appropriate solutions while adhering to laws and internal policies.

The position requires strong communication, problem solving, and time-management skills, with the ability to work weekends or extended hours as