Client Relationship & Banking Advisor

National Black MBA Association; Wilmington (NC); Hybrid; USD 42,000 - 60,000; Full time

Job summary

Bank of America in Wilmington, NC is hiring a Customer Service Banker to educate clients on self-service options and accurately process cash transactions. You will engage with customers to understand their financial priorities and connect them with appropriate banking solutions.

The role emphasizes strong relationship building, compliance, and delivering a positive client experience. Weekend or extended hours may be required, and training and in-office collaboration are provided.

Qualifications

• Required Qualifications: enthusiastic, self-starter with strong work ethic and results focus
• Collaborates effectively to build relationships and deliver client results
• Confident in identifying client solutions and educating on self-service banking
• Must be able to work weekends or extended hours at a nearby financial center location

Responsibilities

• Engage clients in the lobby to educate and assist with self-service banking and cash transactions
• Build relationships to meet clients' financial needs and provide solutions
• Follow processes and guidelines to ensure compliance and proper handling of transactions
• Grow knowledge by partnering with experts in small business, lending, and investments
• Manage center traffic, appointments, and outbound calls to drive client experience
• Drive the client experience and manage cash responsibilities

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Relationship Building

Client Solutions Advisory

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

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

Job description

Bank of America in Wilmington, NC is hiring a Customer Service Banker to educate clients on self-service options and accurately process cash transactions. You will engage with customers to understand their financial priorities and connect them with appropriate banking solutions.

The role emphasizes strong relationship building, compliance, and delivering a positive client experience. Weekend or extended hours may be required, and training and in-office collaboration are provided.