In-Branch Client Relationship Advisor

Bank of America Corporation; Greensboro (NC); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America in Greensboro, NC, seeks a customer service associate to educate clients and assist with transactions via self-service tools (mobile, online banking, ATM). You will handle cash transactions and engage clients in meaningful conversations to understand their financial priorities and connect them to suitable banking solutions.

The role supports a 40-hour work week, including weekend availability, with a focus on delivering a positive client experience and meeting branch goals.

Qualifications

• Experience in financial services industry preferred.
• 1 year of sales experience in salary plus incentive environment with individual sales goals desired.
• Cash handling experience desired (6 months).
• Bachelor's Degree or business-focused Associate’s Degree such as business management, business administration or finance preferred.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions via self-service resources (mobile, online, ATM).
• Process cash transactions accurately and efficiently.
• Develop in-depth knowledge of clients' financial goals and connect them to suitable solutions.

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

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Greensboro, NC, seeks a customer service associate to educate clients and assist with transactions via self-service tools (mobile, online banking, ATM). You will handle cash transactions and engage clients in meaningful conversations to understand their financial priorities and connect them to suitable banking solutions.

The role supports a 40-hour work week, including weekend availability, with a focus on delivering a positive client experience and meeting branch goals.