Client-Focused Relationship Banking Advisor

Bank of America; Salisbury (NC); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America is seeking a customer-focused associate to engage clients in the lobby, educate on self-service banking, and process cash transactions with accuracy. You will build relationships to meet financial needs, follow compliant processes, and collaborate with specialists in lending and investments to connect clients to the right solutions.

The role emphasizes operational excellence, strong communication, and a flexible schedule that may include weekends; in-office culture supports

Qualifications

• Strong work ethic and results-driven mindset.
• Ability to learn and adapt to new information and technology platforms.
• Comfortable engaging all clients and educating on self-service banking.

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.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls.
• Drives the client experience.
• Manages cash responsibilities.

Skills

Customer focus

Communication

Problem solving

Relationship building

Sales mindset

Adaptability

Time management

Education

High School Diploma

Job description

Bank of America is seeking a customer-focused associate to engage clients in the lobby, educate on self-service banking, and process cash transactions with accuracy. You will build relationships to meet financial needs, follow compliant processes, and collaborate with specialists in lending and investments to connect clients to the right solutions.

The role emphasizes operational excellence, strong communication, and a flexible schedule that may include weekends; in-office culture supports