Client Banking Advisor: Build Relationships & Solutions

Bank of America; Pluckemin (NJ); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America is hiring to engage clients in the lobby, educate them on self-service options such as mobile and online banking, and process cash transactions efficiently. The role involves deep conversations to understand financial goals and linking clients to suitable solutions.

This position requires building relationships, following bank processes, and working to optimize the client experience across daily operations including cash handling and outbound outreach.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates to build relationships and get things done.
• Passion and drive to deliver a great client experience; identify client solutions.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes and guidelines to act in clients' and bank's best interest; complies with laws.
• Grows knowledge by collaborating with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls effectively.
• Drives the client experience and ensures quality service.
• 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

Job description

Bank of America is hiring to engage clients in the lobby, educate them on self-service options such as mobile and online banking, and process cash transactions efficiently. The role involves deep conversations to understand financial goals and linking clients to suitable solutions.

This position requires building relationships, following bank processes, and working to optimize the client experience across daily operations including cash handling and outbound outreach.