Bilingual Relationship Banker — Client Solutions Expert

National Black MBA Association; New York (NY); Hybrid; USD 34,000 - 36,000; Full time

Job summary

Bank of America in New York is seeking a customer-focused teammate to greet clients, educate on self-service options, and process cash transactions accurately. You will build relationships, understand client needs, and connect them with appropriate solutions across banking products.

You will also work with specialists in small business, lending and investments, manage center traffic and outbound calls, and uphold compliance while delivering a superior client experience.

Qualifications

• Strong interpersonal and communication skills with the ability to educate clients on self-service tools.
• Ability to identify client financial needs and propose appropriate solutions.
• Experience in sales environments and cash handling is a plus.

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 in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• 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

High School Diploma / GED / Secondary School or equivalent

Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

Job description

Bank of America in New York is seeking a customer-focused teammate to greet clients, educate on self-service options, and process cash transactions accurately. You will build relationships, understand client needs, and connect them with appropriate solutions across banking products.

You will also work with specialists in small business, lending and investments, manage center traffic and outbound calls, and uphold compliance while delivering a superior client experience.