Client Experience Banking Advisor

Bank of America; Durham (NC); On-site; USD 32,000 - 43,000; Full time

Job summary

Bank of America in Durham, NC seeks a customer-focused associate to engage clients in the lobby and guide them through self-service options. You will accurately process cash transactions and ask insightful questions to understand financial priorities, linking clients to suitable banking solutions.

The role emphasizes relationship-building, adherence to regulations, and exceptional service across in-person interactions during a 40-hour work week with occasional weekends.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates effectively to build relationships and deliver client solutions.
• Learns and adapts to new information and technology platforms.

Responsibilities

• Engages clients in the lobby to assist with self-service transactions.
• Processes cash transactions accurately and efficiently.
• Conducts in-depth conversations to understand financial goals and connect to solutions.
• Drives the client experience and builds relationships with clients.
• Manages center traffic, appointments, and outbound calls.

Skills

Adaptability

Client Focus

Relationship Building

Problem Solving

Oral Communications

Communication

Cash Handling

Time Management

Sales Orientation

Banking Knowledge

Education

High School Diploma / GED

Business-related Associate's or Bachelor's (desired)

Tools

Cash handling tools

Job description

Bank of America in Durham, NC seeks a customer-focused associate to engage clients in the lobby and guide them through self-service options. You will accurately process cash transactions and ask insightful questions to understand financial priorities, linking clients to suitable banking solutions.

The role emphasizes relationship-building, adherence to regulations, and exceptional service across in-person interactions during a 40-hour work week with occasional weekends.