Client Relationship Advisor

Merrill; Charlotte (NC); Presencial; USD 32.000 - 42.000; Jornada completa

Descripción de la vacante

Bank of America is seeking a frontline team member to engage clients in the lobby, educate on self-service options, and process cash transactions with accuracy and care. You will have in-depth conversations to understand financial goals and connect clients to suitable solutions.

Responsibilities include building client relationships, following processes, and collaborating with experts in lending, investments, and small business to drive a strong client experience.

Formación

• Strong work ethic with a client-focused mindset.
• Effective communication and relationship-building skills.
• Ability to learn new information and technology platforms.
• Willing to work weekends or extended hours as needed.
• Experience in sales in a salary-plus incentive environment is preferred.

Responsabilidades

• 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.

Conocimientos

Customer focus

Communication

Relationship building

Problem solving

Time management

Sales skills

Educación

Bachelor's degree or business-related Associate's degree

Descripción del empleo

Bank of America is seeking a frontline team member to engage clients in the lobby, educate on self-service options, and process cash transactions with accuracy and care. You will have in-depth conversations to understand financial goals and connect clients to suitable solutions.

Responsibilities include building client relationships, following processes, and collaborating with experts in lending, investments, and small business to drive a strong client experience.