Client Relationship Advisor

Bank of America; North Carolina; On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America is hiring for a role focused on engaging clients in the lobby, educating them on self-service options, and processing cash transactions accurately. The position emphasizes building client relationships, expanding knowledge across banking products, and delivering an exceptional client experience in a fast-paced branch setting.

Responsibilities include managing traffic and appointments, conducting outbound calls, and ensuring compliance with policies and regulations while

Qualifications

• Experience in financial services or sales is preferred.
• Ability to learn and adapt to new technology platforms.
• Comfortable educating clients on simple banking transactions via self-service tools.

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, complying with 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

Job description

Bank of America is hiring for a role focused on engaging clients in the lobby, educating them on self-service options, and processing cash transactions accurately. The position emphasizes building client relationships, expanding knowledge across banking products, and delivering an exceptional client experience in a fast-paced branch setting.

Responsibilities include managing traffic and appointments, conducting outbound calls, and ensuring compliance with policies and regulations while