Banking Advisor: Personal & Small Business Solutions

National Black MBA Association; New York (NY); On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

Industry-leading benefits

Formulaic incentive plan

Job summary

Bank of America in New York is hiring a Financial Center Client Associate to greet clients, uncover personal and small business banking needs, and connect customers with product specialists. You will support self-service options and assist with routine transactions to enhance the client experience.

You will work with teams to deliver consumer and small business solutions, educate clients on digital tools, and maintain compliance with laws and bank policies while building lasting relationships.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• 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.
• Confident in identifying solutions for helping new and existing clients based on their needs.

Responsibilities

• Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities
• Assists, educates, and trains clients on conducting simple transactions through self-service technologies
• Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
• Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping
• Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements

Skills

Active Listening

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Education

High School Diploma / GED / Secondary School or equivalent

Associate's or Bachelor's Degree in business, finance or related field

Job description

Bank of America in New York is hiring a Financial Center Client Associate to greet clients, uncover personal and small business banking needs, and connect customers with product specialists. You will support self-service options and assist with routine transactions to enhance the client experience.

You will work with teams to deliver consumer and small business solutions, educate clients on digital tools, and maintain compliance with laws and bank policies while building lasting relationships.