Client Banking Advisor

Bank of America; Village of Williamsville (NY); On-site; USD 36,000 - 44,000; Full time

Job summary

Bank of America in Williamsville, NY seeks a client-focused associate to greet financial center clients, identify personal banking needs, and connect them with suitable solutions. You will help clients perform self-service transactions and support account maintenance with a strong emphasis on accuracy and service quality.

The role requires outbound calling, consistent follow-up, and adherence to regulatory guidelines.

Qualifications

• Minimum one year of sales experience in a client-focused environment.
• Strong written and verbal communication skills.
• Ability to learn new information and adapt to changing circumstances.

Responsibilities

• Serve as the first point of contact for financial center clients.
• Uncover personal banking needs and connect clients to appropriate solutions.
• Support clients with self-service or transactional activities and ensure accurate processing.
• Proactively follow up with clients and build lasting relationships.

Skills

Sales experience

Relationship building

Communication

Time management

Notary (commissionable)

Education

High School Diploma

Tools

Microsoft Office

Job description

Bank of America in Williamsville, NY seeks a client-focused associate to greet financial center clients, identify personal banking needs, and connect them with suitable solutions. You will help clients perform self-service transactions and support account maintenance with a strong emphasis on accuracy and service quality.

The role requires outbound calling, consistent follow-up, and adherence to regulatory guidelines.