Client Relationship Advisor (Banking)

Bank of America Corporation; Wake Forest (NC); Presencial; USD 42.000 - 62.000; Jornada completa

Descripción de la vacante

Bank of America in Wake Forest, NC seeks a Customer Service Banker who engages clients in the lobby, educates them on self-service options, and processes cash transactions accurately and efficiently.

You will develop relationships with clients, identify solutions to meet their financial goals, and support operations across in-branch, mobile, online banking, and ATM channels, with weekend availability as needed.

Formación

• Customer-focused with a strong work ethic and results orientation.
• Strong interpersonal skills and ability to explain banking concepts clearly.
• Familiarity with self-service banking channels (ATM, online, mobile).

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 to do what is right for clients and the bank, adhering to laws and regulations.
• Grows business knowledge by partnering with experts in lending, investments, and small business.
• Manages center traffic, appointments, and outbound calls effectively.
• Drives the client experience.
• Manages cash responsibilities.

Conocimientos

Adaptability

Relationship Building

Client Management

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Solutions Advisory

Prospecting

Referral Identification

Referral Management

Educación

High School Diploma / GED / Secondary School or equivalent

Bachelor's Degree or business-relevant Associate's Degree

Descripción del empleo

Bank of America in Wake Forest, NC seeks a Customer Service Banker who engages clients in the lobby, educates them on self-service options, and processes cash transactions accurately and efficiently.

You will develop relationships with clients, identify solutions to meet their financial goals, and support operations across in-branch, mobile, online banking, and ATM channels, with weekend availability as needed.