Client Relationship Banking Advisor

Bank of America; Durham (NC); On-site; USD 32,000 - 46,000; Full time

Job summary

Bank of America in Durham, NC is seeking a customer service professional to engage clients in the lobby and assist with transactions through self-service resources. You will accurately and efficiently process cash transactions while building relationships and guiding clients toward solutions that support their financial goals.

The role emphasizes a strong client focus, adherence to laws and regulations, and a commitment to operational excellence.

Qualifications

• Friendly, self-starter with a strong work ethic and results focus.
• Collaborates effectively to meet goals.
• Delivers client-focused service and financial-life improvement.
• Identify solutions for clients based on their needs.
• Confident in communicating with and engaging all clients.
• Able to learn and adapt to new information and technology platforms.
• Educates clients on self-service banking (ATM/online/mobile).
• Applies strong critical thinking and problem-solving to client needs.
• Follows processes and laws in daily activities to do what is right for clients and the bank.
• Manages time and capacity efficiently.
• Willing to work weekends or extended hours at multiple locations.

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

Bachelor's/Assoc degree

Job description

Bank of America in Durham, NC is seeking a customer service professional to engage clients in the lobby and assist with transactions through self-service resources. You will accurately and efficiently process cash transactions while building relationships and guiding clients toward solutions that support their financial goals.

The role emphasizes a strong client focus, adherence to laws and regulations, and a commitment to operational excellence.