Relationship Banking Advisor

Bank of America Corporation; Thomasville (NC); Vor Ort; USD 32.000 - 42.000; Vollzeit

Zusammenfassung

Bank of America is hiring to engage clients in the lobby, educate them on transactions via self-service channels, and assist with cash handling. You will conduct deep client conversations to understand financial goals and connect clients with appropriate solutions.

Responsibilities include managing center traffic, appointments, and outreach, driving the client experience, and ensuring compliance with laws and bank policies while building lasting relationships.

Qualifikationen

• Enthusiastic, self-starter with strong work ethic and results focus
• Collaborates effectively to build relationships
• Delivers customer experiences that improve clients’ financial lives
• Able to identify solutions for clients based on their needs
• Confident in communicating with all client types
• Learns and adapts to new information and platforms
• Educates clients on simple banking transactions via self-service tools
• Strong critical thinking and problem-solving skills
• Adheres to laws and bank policies
• Able to schedule and manage time efficiently

Aufgaben

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

Kenntnisse

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Relationship Building

Client Solutions

Referral Management

Prospecting

Business Development Pipeline

Confidence & Education of Clients

Time Management

Ausbildung

High School Diploma or GED or equivalent

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

Tools

Jobbeschreibung

Bank of America is hiring to engage clients in the lobby, educate them on transactions via self-service channels, and assist with cash handling. You will conduct deep client conversations to understand financial goals and connect clients with appropriate solutions.

Responsibilities include managing center traffic, appointments, and outreach, driving the client experience, and ensuring compliance with laws and bank policies while building lasting relationships.