Client Relationship Banker & Solutions Advisor

Bank of America; Sunset Beach (NC); On-site; USD 21,000 - 30,000; Full time

Job summary

Bank of America in the United States seeks a client-focused associate to engage lobby clients, educate on self-service resources, and process cash transactions.

You will build relationships, connect clients to banking solutions, and support adherence to laws and guidelines while delivering a positive client experience. This is an in-office role requiring occasional weekend or extended hours to meet client needs.

Qualifications

• Strong work ethic with a focus on client needs and delivering service excellence.
• Ability to learn and adapt to new information and technology platforms.
• Proven capability to work within established processes, rules, and regulations.

Responsibilities

• Engages clients in the lobby to educate and assist with self-service resources and cash transactions.
• Accurately and efficiently processes cash transactions for clients.
• Builds relationships to understand financial needs and connects clients to suitable banking solutions.
• Follows bank policies, procedures, and regulatory requirements in daily activities.
• Manages center traffic, appointments, and outbound calls to support client experience.
• Drives client experience and delivers quality service.

Skills

Customer focus

Relationship building

Problem solving

Communication

Critical thinking

Sales mindset

Time management

Adaptability

Team collaboration

Education

High School Diploma or GED

Bachelor’s Degree or related Associate’s Degree

Job description

Bank of America in the United States seeks a client-focused associate to engage lobby clients, educate on self-service resources, and process cash transactions.

You will build relationships, connect clients to banking solutions, and support adherence to laws and guidelines while delivering a positive client experience. This is an in-office role requiring occasional weekend or extended hours to meet client needs.