Client Banking Advisor

94-1687665 Bank of America, National Association; Perth Amboy (NJ); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Competitive benefits

Paid time off

Flexible work options

Job summary

Bank of America Corporation in New Jersey seeks a client-focused associate to educate clients in the lobby and assist with self-service transactions. You will process cash transactions accurately, build relationships, and connect clients with solutions to meet financial goals.

Responsibilities include managing center traffic, appointments, and outbound calls while delivering an exceptional client experience.

Qualifications

• Experience in financial services and knowledge of financial products and solutions.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance.

Responsibilities

• Engages clients in the lobby to educate and assist with conducting transactions through self-service resources (ATM/online/mobile).
• Accurately and efficiently processing cash transactions for clients as needed.
• Builds relationships with clients to meet financial needs and connects clients to solutions.
• Manages center traffic, appointments, and outbound calls; drives the client experience.

Skills

Customer focus

Adaptability

Communication

Problem solving

Relationship building

Sales experience

Client experience

Time management

Education

Bachelor's Degree

Associate’s Degree in business/finance

Job description

Bank of America Corporation in New Jersey seeks a client-focused associate to educate clients in the lobby and assist with self-service transactions. You will process cash transactions accurately, build relationships, and connect clients with solutions to meet financial goals.

Responsibilities include managing center traffic, appointments, and outbound calls while delivering an exceptional client experience.