Client Relationship Advisor - Banking & Solutions

Bank of America; Mooresville (NC); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America in North Carolina is seeking a customer-facing teammate to educate clients and assist with transactions via self-service tools. You will accurately process cash transactions, engage clients to understand their financial priorities, and connect them with suitable solutions to meet their goals.

The role emphasizes relationship-building, knowledge sharing, and a proactive approach to service excellence in a busy financial center environment.

Qualifications

• Enthusiastic self-starter with strong work ethic and client-centric mindset.
• Ability to collaborate effectively and build lasting client relationships.
• Clear communication and confidence in guiding clients through banking options and services.
• Willingness to learn new information and technology platforms.
• Ability to adapt to processes while ensuring compliance with laws and regulations.

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 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 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

Bachelor's Degree

Job description

Bank of America in North Carolina is seeking a customer-facing teammate to educate clients and assist with transactions via self-service tools. You will accurately process cash transactions, engage clients to understand their financial priorities, and connect them with suitable solutions to meet their goals.

The role emphasizes relationship-building, knowledge sharing, and a proactive approach to service excellence in a busy financial center environment.