Client Banking Advisor - In-Branch Growth & Solutions

Bank of America; Berlin (NJ); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America is hiring for a client-facing role in our financial center. You will engage clients in-branch to educate and assist with transactions via self-service resources, while handling cash, scheduling, and outbound outreach to deliver value.

This role emphasizes risk culture, compliance, and client-centric service. The candidate should be a motivated self-starter with strong communication skills, able to build relationships, learn new platforms, and work weekends or extended hours as

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Able to learn and adapt to new information and technology platforms.
• Comfortable engaging all clients and following established processes.

Responsibilities

• Executes the bank's risk culture and aims for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes and guidelines to act in clients' and the bank's best interests.
• Grows business knowledge and network by partnering with experts in lending and investments.
• Manages center traffic, appointments, and outbound calls effectively.
• Drives the client experience and satisfaction.
• 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

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

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is hiring for a client-facing role in our financial center. You will engage clients in-branch to educate and assist with transactions via self-service resources, while handling cash, scheduling, and outbound outreach to deliver value.

This role emphasizes risk culture, compliance, and client-centric service. The candidate should be a motivated self-starter with strong communication skills, able to build relationships, learn new platforms, and work weekends or extended hours as