Client Relationship & Banking Solutions Advisor

Bank of America; Carolina Beach, Northern (NC, KY); Hybrid; USD 30,000 - 38,000; Full time

Job summary

Bank of America in the United States is seeking a client-focused associate to engage customers in lobbies, educate on self-service options, and process transactions accurately and efficiently. You will build relationships, uncover financial needs, and connect clients with appropriate solutions to support their goals.

The role requires strong communication, problem-solving, and a willingness to work flexible hours including weekends.

Qualifications

• Is enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results
• Collaborates effectively to get things done, building and nurturing strong relationships
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
• Identifies solutions for new and existing clients based on their needs
• Communicates effectively and confidently with all clients
• Learns and adapts to new information and technology platforms
• Educates clients on simple banking transactions via self-service technologies
• Applies strong critical thinking and problem-solving skills
• Follows established processes and guidelines to meet regulatory requirements
• Manages time and capacity efficiently
• Focuses on results while acting in the best interest of the client
• Willing to work weekends and/or extended hours across multiple centers

Responsibilities

• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows 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
• 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 / Secondary School or equivalent

Job description

Bank of America in the United States is seeking a client-focused associate to engage customers in lobbies, educate on self-service options, and process transactions accurately and efficiently. You will build relationships, uncover financial needs, and connect clients with appropriate solutions to support their goals.

The role requires strong communication, problem-solving, and a willingness to work flexible hours including weekends.