Client Relationship Banking Advisor

Habitat For Humanity Of Durham; Durham (NC); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America in Durham seeks a client service professional to engage clients in the lobby and guide them through self-service banking options, including mobile app and online banking. You will handle cash transactions and connect customers with financial solutions to meet their goals.

The role emphasizes delivering strong customer experiences, following regulations, and collaborating with specialists in lending, investments, and small business to support clients.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results.
• Able to build and nurture relationships to meet client needs.
• Confident in educating clients on self-service banking and digital channels.
• Strong problem-solving and critical thinking to meet client goals.
• Excellent communication and ability to engage diverse clients.

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.
• Grows business knowledge 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

Relationship Building

Client Experience Branding

Client Management

Client Solutions Advisory

Pipeline Management

Prospecting

Referral Identification

Referral Management

Account Management

Education

High School Diploma / GED

Job description

Bank of America in Durham seeks a client service professional to engage clients in the lobby and guide them through self-service banking options, including mobile app and online banking. You will handle cash transactions and connect customers with financial solutions to meet their goals.

The role emphasizes delivering strong customer experiences, following regulations, and collaborating with specialists in lending, investments, and small business to support clients.