Client Banking Advisor & Relationship Builder

Bank of America; Town of Bethlehem (NY); Vor Ort; USD 40.000 - 56.000; Vollzeit

Zusammenfassung

Bank of America in New York is seeking a client-focused associate to engage clients in the lobby, educate them on self-service options, and process cash transactions as needed. The role emphasizes building relationships, understanding clients' financial priorities, and connecting them to suitable banking solutions.

The position requires strong interpersonal skills, reliability, and the ability to work weekends or extended hours as needed across the network.

Qualifikationen

• Minimum education: High School Diploma or equivalent.
• Required duties focus on client engagement, cash handling, and using self-service channels.

Aufgaben

• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable 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

Kenntnisse

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

Ausbildung

High School Diploma / GED / Secondary School or equivalent

Jobbeschreibung

Bank of America in New York is seeking a client-focused associate to engage clients in the lobby, educate them on self-service options, and process cash transactions as needed. The role emphasizes building relationships, understanding clients' financial priorities, and connecting them to suitable banking solutions.

The position requires strong interpersonal skills, reliability, and the ability to work weekends or extended hours as needed across the network.