In-Branch Client Experience & Solutions Advisor

Bank of America; Carrboro (NC); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America seeks an enthusiastic, customer-focused associate for in-branch engagement. You will educate clients, process transactions, and connect customers to solutions that meet their financial goals while upholding risk and compliance standards.

Responsibilities include managing center flow, supporting onboarding of clients to self-service options, and providing strong service that drives satisfaction, trust, and repeat business.

Qualifications

• Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
• One year of demonstrated successful sales experience in a salary plus incentive environment
• Six months of cash handling experience
• Experience in financial services and knowledge of financial services industry, products and solutions
• Ability to learn and adapt to new information and technology platforms

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 in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network 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 and Client 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

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

Job description

Bank of America seeks an enthusiastic, customer-focused associate for in-branch engagement. You will educate clients, process transactions, and connect customers to solutions that meet their financial goals while upholding risk and compliance standards.

Responsibilities include managing center flow, supporting onboarding of clients to self-service options, and providing strong service that drives satisfaction, trust, and repeat business.