Client Experience Banking Advisor

ghr; Cornelius (NC); On-site; USD 32,000 - 52,000; Full time

Job summary

Bank of America in United States (NC) is seeking a client-facing associate to educate clients in-branch and assist with transactions using self-service tools such as mobile, online banking, and ATMs. You will build trust, manage walk-ins, and coordinate with specialists to meet financial goals.

You will engage clients, educate them on products, and drive a superior experience while following regulatory guidelines.

Qualifications

• Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance is desirable

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

High School Diploma / GED / Secondary School or equivalent

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

Job description

Bank of America in United States (NC) is seeking a client-facing associate to educate clients in-branch and assist with transactions using self-service tools such as mobile, online banking, and ATMs. You will build trust, manage walk-ins, and coordinate with specialists to meet financial goals.

You will engage clients, educate them on products, and drive a superior experience while following regulatory guidelines.