Client‑Focused Banking Advisor

Bank of America; Matthews (NC); On-site; USD 32,000 - 52,000; Full time

Job summary

Bank of America in Matthews, NC is hiring a front-line Client Associate who will engage clients in the lobby, educate them on self-service options, and accurately process cash transactions. You’ll listen to clients’ priorities and connect them with the right solutions to meet their financial goals.

You will build relationships, follow established processes, and collaborate with experts in small business, lending, and investments to enhance the client experience while upholding regulatory

Qualifications

• Required: enthusiastic self-starter with a strong work ethic and results focus.
• Collaborates effectively to complete tasks and build client relationships.
• Delivers an experience that improves clients' financial lives.
• Able to identify solutions for new and existing clients based on needs.
• Clear, confident communication and comfort engaging all clients.
• Able to learn and adapt to new information and tech platforms.
• Educates clients on self-service banking (ATM, online, mobile).
• Strong problem-solving to meet clients' needs and follow bank processes.

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, adhering to laws and regulations.
• Grows business knowledge 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 focus

Oral communications

Problem solving

Relationship building

Client experience branding

Client management

Client solutions advisory

Pipeline management

Prospecting

Referral management

Education

High School Diploma or GED

Job description

Bank of America in Matthews, NC is hiring a front-line Client Associate who will engage clients in the lobby, educate them on self-service options, and accurately process cash transactions. You’ll listen to clients’ priorities and connect them with the right solutions to meet their financial goals.

You will build relationships, follow established processes, and collaborate with experts in small business, lending, and investments to enhance the client experience while upholding regulatory