Client Experience & Banking Advisor

National Black MBA Association; Carrboro (NC); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America is seeking a customer service associate to assist clients in the lobby with transactions using self-service resources such as mobile and online banking. The role emphasizes accurate cash handling and in-depth conversations to connect clients with financial solutions.

Responsibilities include relationship building, following bank processes, and supporting operations across the financial center to deliver a strong client experience.

Qualifications

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and focus on results.
• Communicates effectively and confidently with clients in person and via phone.
• Learns and adapts to new information and technology platforms.

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 act in the client's and bank's best interest.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls.
• Drives the client experience and manages cash responsibilities.

Skills

Client focus

Communication

Relationship building

Problem solving

Time management

Sales orientation

Education

High School Diploma / GED

Job description

Bank of America is seeking a customer service associate to assist clients in the lobby with transactions using self-service resources such as mobile and online banking. The role emphasizes accurate cash handling and in-depth conversations to connect clients with financial solutions.

Responsibilities include relationship building, following bank processes, and supporting operations across the financial center to deliver a strong client experience.