Client Solutions & Relationship Banker

Bank of America Corporation

Durham (NC)

On-site

USD 38,000 - 46,000

Full time

3 days ago
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Job summary

Bank of America Corporation is seeking an in-branch associate to engage clients in the lobby, educate them on self-service options, and process cash transactions with accuracy. The role focuses on building relationships, understanding client financial needs, and guiding them to appropriate solutions while adhering to regulatory requirements.

This position requires strong communication, adaptability, and the ability to work weekends or extended hours, with preference for prior cash handling or

Qualifications

  • Must be able to learn and adapt to new information and technology platforms.
  • Experience in financial services or sales is a plus but not required.
  • Strong communication and problem-solving skills with a focus on client needs.

Responsibilities

  • Engage clients in the lobby to educate and assist with transactions via self-service resources.
  • Accurately process cash transactions and educate clients on banking tools.
  • Build relationships to meet clients' financial needs and goals.
  • Follow established processes to ensure compliance with laws and regulations.
  • Manage center traffic, appointments, and outbound calls to enhance the client experience.
  • Support cash handling and operational efficiency in the financial center.

Skills

Adaptability
Customer Focus
Oral Communications
Problem Solving
Relationship Building

Education

High School Diploma / GED
Business/Finance-Related Degree (Bachelor's or Associate)

Job description

Bank of America Corporation is seeking an in-branch associate to engage clients in the lobby, educate them on self-service options, and process cash transactions with accuracy. The role focuses on building relationships, understanding client financial needs, and guiding them to appropriate solutions while adhering to regulatory requirements.

This position requires strong communication, adaptability, and the ability to work weekends or extended hours, with preference for prior cash handling or

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