Client Experience Banker

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

Job summary

Bank of America in Apex, NC seeks a client-focused associate to engage clients in the lobby, educate on self-service banking, and process cash transactions accurately. The role emphasizes deep conversations to align solutions with clients' financial goals and strengthens relationships through guidance and service.

Responsibilities include risk-aware operations, meeting regulatory requirements, and collaborating with specialists in lending, investments, and small business to grow the branch

Qualifications

• High school diploma or GED required.
• Bachelor’s degree or applicable associate’s degree preferred in business 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 to do what is right for clients and the bank.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments and outbound calls.
• Drives the client experience.

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Branding

Client Management

Client Solutions Advisory

Relationship Building

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's Degree or business-related Associate’s Degree such as business management, business administration or finance

Job description

Bank of America in Apex, NC seeks a client-focused associate to engage clients in the lobby, educate on self-service banking, and process cash transactions accurately. The role emphasizes deep conversations to align solutions with clients' financial goals and strengthens relationships through guidance and service.

Responsibilities include risk-aware operations, meeting regulatory requirements, and collaborating with specialists in lending, investments, and small business to grow the branch