Senior Banking Advisor - Relationship & Solutions

National Black MBA Association; Apex (NC); On-site; USD 38,000 - 47,000; Full time

Job summary

Bank of America in Apex, NC is seeking a Financial Center Client Associate to be the first point of contact for clients, helping uncover personal banking needs and connecting clients to specialists. You will support self-service or transactional activities and deepen client relationships through platform services.

The role emphasizes proactive outreach, consistent follow-up, and delivering exceptional client care, with flexibility for varying business needs and in-office collaboration.

Qualifications

• Minimum one year of sales experience in a relationship-oriented and client-centric environment.
• Self-starter with strong work ethic and results focus.
• Collaborates effectively to build relationships and deliver client value.
• Passion and drive to enhance clients' financial lives.
• Able to identify solutions for clients based on their needs.
• Strong written and verbal communication skills.
• Comfortable engaging all clients in-person or by phone.
• Learns new information and adapts to changing circumstances.
• Shows critical thinking and problem-solving to meet client needs.
• Excellent time management and multi-tasking abilities.
• Notary commission in state within a few months of start (if applicable).
• Willingness to work weekends/extended hours at multiple locations within reasonable distance.

Responsibilities

• Partners with teams to provide consumer and small business solutions while uncovering personal banking needs.
• Educates clients on self-service transactions and guides through simple processes.
• Leverages resources to optimize client experience and ensure accuracy.
• Adheres to processes, laws, and guidelines in day-to-day activities such as opening accounts and Digital Assisted Shopping.
• Manages client interactions and complies with regulatory requirements.

Skills

Active Listening

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 Apex, NC is seeking a Financial Center Client Associate to be the first point of contact for clients, helping uncover personal banking needs and connecting clients to specialists. You will support self-service or transactional activities and deepen client relationships through platform services.

The role emphasizes proactive outreach, consistent follow-up, and delivering exceptional client care, with flexibility for varying business needs and in-office collaboration.