Customer Success Advisor

6 days ago


Southern Pines, North Carolina, United States Bank of America Full time

About the Role

This is a customer-facing position at Bank of America's Southern Pines Financial Center in North Carolina. The job entails building relationships with clients to understand their financial goals and connect them to suitable solutions.

The ideal candidate will be an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.

Key responsibilities include accurately and efficiently processing cash transactions for clients, executing the bank's risk culture, and striving for operational excellence.

Job Expectations

  • To engage clients in the lobby to educate and assist with conducting transactions through self-service resources such as mobile banking, online banking, or ATM.
  • To have deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

Required Skills and Qualifications

  • An enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results.
  • Collaborates effectively to get things done, building and nurturing strong relationships.
  • Displays passion, commitment, and drive to deliver an experience that improves our clients' financial lives.
  • Is confident in identifying solutions for new and existing clients based on their needs.
  • Communicates effectively and confidently, and is comfortable engaging all clients.
  • Has the ability to learn and adapt to new information and technology platforms.

Estimated Salary: $55,000 - $65,000 per year

Benefits:

  • A competitive salary range.
  • A comprehensive benefits package.
  • Opportunities for growth and professional development.

About Us

BANK OF AMERICA believes both in the importance of working together and offering flexibility to its employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

We are committed to creating a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse.

We aim to create a workplace where every individual feels valued, respected, and empowered to contribute their unique perspectives and skills.



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