In-Branch Client Experience Banking Advisor

Bank of America

Chapel Hill (NC)

On-site

USD 38,000 - 52,000

Full time

14 days+

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Benefits offered by this job

Competitive benefits

Job summary

Bank of America in the United States seeks a customer-focused Financial Center Associate to engage clients in the lobby, educate them on self-service resources, and process cash transactions accurately. You will build relationships and follow regulations to help clients meet financial goals.

This role requires strong communication, problem solving, and time management. Full-time position with weekend hours may be required to serve clients at multiple centers as needed.

Qualifications

  • Enthusiastic, self-motivated with strong work ethic and results focus.
  • Collaborates to build relationships and meet client needs.
  • Delivers a client experience that supports financial goals and growth.

Responsibilities

  • Execute risk culture and aim for operational excellence.
  • Build relationships with clients to meet financial needs.
  • Follow processes and regulations to act in clients' and bank's best interests.
  • Grow knowledge by partnering with experts in lending and investments.
  • Manage center traffic, appointments, and outbound calls.
  • Drive the client experience and manage cash responsibilities.

Skills

Customer focus
Relationship building
Communication
Problem solving
Cash handling
Time management
Self-service knowledge

Education

High School Diploma / GED

Job description

Bank of America in the United States seeks a customer-focused Financial Center Associate to engage clients in the lobby, educate them on self-service resources, and process cash transactions accurately. You will build relationships and follow regulations to help clients meet financial goals.

This role requires strong communication, problem solving, and time management. Full-time position with weekend hours may be required to serve clients at multiple centers as needed.

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