Client Experience Banking Advisor

Bank of America; Carrboro (NC); On-site; USD 42,000 - 56,000; Full time

Job summary

Bank of America in the United States is seeking a customer-oriented associate to engage clients in the lobby, guiding them to self-service options and performing cash transactions accurately.

You will build relationships, understand client needs, and connect them to solutions while adhering to regulatory requirements. Weekend/extended hours may be required; this role is in-office and focused on delivering a seamless client experience.

Qualifications

• High school diploma or equivalent required.
• Strong communication and problem-solving skills.
• Ability to learn and adapt to financial platforms and processes.
• Willingness to work weekends and extended hours as needed.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes and guidelines to serve clients and comply with laws.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls; drives client experience.

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 Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in the United States is seeking a customer-oriented associate to engage clients in the lobby, guiding them to self-service options and performing cash transactions accurately.

You will build relationships, understand client needs, and connect them to solutions while adhering to regulatory requirements. Weekend/extended hours may be required; this role is in-office and focused on delivering a seamless client experience.