Client Relationship Advisor

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

Job summary

Bank of America in the United States is hiring a Customer Service Teller who engages clients in the lobby and guides them to self-service options such as mobile banking, online banking, or ATM. You will accurately process cash transactions, build relationships, and uncover financial needs to connect clients with suitable solutions while following regulatory guidelines.

This role requires weekend or extended hours and a 40-hour workweek, with in-office collaboration and opportunities for career

Qualifications

• Must be able to work weekends and/or extended hours.
• Experience in financial services and knowledge of financial services industry, products and solutions
• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

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 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

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

Job description

Bank of America in the United States is hiring a Customer Service Teller who engages clients in the lobby and guides them to self-service options such as mobile banking, online banking, or ATM. You will accurately process cash transactions, build relationships, and uncover financial needs to connect clients with suitable solutions while following regulatory guidelines.

This role requires weekend or extended hours and a 40-hour workweek, with in-office collaboration and opportunities for career