Client Banking Advisor

Bank of America; New York (NY); On-site; USD 40,000 - 60,000; Full time

Job summary

Bank of America in-office environment seeks a customer-focused, personable team member to engage clients in the lobby, educate them on self-service options, and assist with transactions. The role emphasizes building relationships, identifying client needs, and connecting them to banking solutions while maintaining compliance and quality service.

You will handle cash, support client interactions, and collaborate with specialists in lending, investments, and small business services.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus.
• Collaborates effectively to build relationships and get things done.
• Able to identify solutions for new and existing clients based on their needs.
• Confident in engaging all clients and communicating effectively.
• Able to learn and adapt to new information and technology platforms.
• Willing to educate clients on simple banking transactions via self-service tools.
• Must be able to work weekends and extend hours as needed.

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 do what is right for clients and the bank, adhering to 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

Prospecting Referral Identification

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-office environment seeks a customer-focused, personable team member to engage clients in the lobby, educate them on self-service options, and assist with transactions. The role emphasizes building relationships, identifying client needs, and connecting them to banking solutions while maintaining compliance and quality service.

You will handle cash, support client interactions, and collaborate with specialists in lending, investments, and small business services.