In-Branch Client Solutions Advisor

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

Job summary

Bank of America in Raleigh is seeking a customer-focused associate to engage clients in the lobby and guide them through self-service options like mobile and online banking.

You will process cash transactions accurately, conduct meaningful conversations to understand financial priorities, and connect clients to solutions that support their goals.

This role emphasizes risk awareness, adherence to laws, teamwork, and delivering a positive client experience across the branch.

Qualifications

• High school diploma or GED required.
• Bachelor's degree or business-relevant Associate’s Degree preferred.
• Experience in customer service or sales a plus.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes to do what is right for clients and the bank.
• Grows knowledge by partnering with experts in lending and investments.
• Manages center traffic, appointments, and outbound calls.
• Drives the client experience and handles cash responsibilities.

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Client Management

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

Job description

Bank of America in Raleigh is seeking a customer-focused associate to engage clients in the lobby and guide them through self-service options like mobile and online banking.

You will process cash transactions accurately, conduct meaningful conversations to understand financial priorities, and connect clients to solutions that support their goals.

This role emphasizes risk awareness, adherence to laws, teamwork, and delivering a positive client experience across the branch.