Relationship Banking Advisor

ghr; Durham (NC); On-site; USD 34,000 - 46,000; Full time

Job summary

Bank of America in the United States is hiring to engage clients in the lobby, educate on self-service banking, and efficiently process cash transactions. The role focuses on understanding clients’ financial priorities and connecting them to suitable solutions.

You will build relationships, follow compliance guidelines, and work with experts in lending, investments, and small business services to expand client coverage.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus.
• Collaborates effectively to build and nurture relationships.
• Strong communication and ability to educate clients on self-service banking.
• Comfortable learning and using new information and technology platforms.
• Willing to work weekends or extended hours at a nearby financial center.

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 while adhering to laws
• Grows knowledge by partnering with experts in small business, lending, and investments
• Manages center traffic, appointments, and outbound calls
• Drives the client experience
• Manages cash responsibilities

Skills

Adaptability

Customer focus

Oral Communications

Relationship Building

Problem Solving

Sales-oriented

Time management

Education

High School Diploma / GED

Bachelor's Degree or business-related Associate’s Degree

Job description

Bank of America in the United States is hiring to engage clients in the lobby, educate on self-service banking, and efficiently process cash transactions. The role focuses on understanding clients’ financial priorities and connecting them to suitable solutions.

You will build relationships, follow compliance guidelines, and work with experts in lending, investments, and small business services to expand client coverage.