Client Solutions Advisor – Banking & Relationships

Bank of America; Wellington; On-site; NZD 42,000 - 64,000; Full time

Job summary

Bank of America in Wellington, NZ is hiring for a client-focused role that educates clients on self-service banking and assists with transactions. You will process cash and discuss financial goals with customers to connect them to suitable solutions.

The position requires strong relationship skills, weekend/evening availability, and a commitment to compliance. Join a supportive team that values growth and client outcomes.

Qualifications

• Strong work ethic with a results-driven mindset.
• Excellent relationship-building and collaboration skills.
• Ability to learn new information and technology platforms.
• Willing to work weekends or extended hours as required.

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 to act in clients' and the bank's best interests.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls.
• Drives the client experience and manages cash responsibilities.

Skills

Adaptability

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

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

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Wellington, NZ is hiring for a client-focused role that educates clients on self-service banking and assists with transactions. You will process cash and discuss financial goals with customers to connect them to suitable solutions.

The position requires strong relationship skills, weekend/evening availability, and a commitment to compliance. Join a supportive team that values growth and client outcomes.