Client Banking Advisor & Relationship Builder

Bank of America; Town of Charlotte (NY); On-site; USD 34,000 - 37,000; Full time

Job summary

Bank of America is seeking a Customer Service Associate to engage clients in the lobby, educate on self-service options, and process cash transactions with accuracy.

You will build relationships, follow compliant processes, and deliver an exceptional client experience while collaborating with a team across multiple centers. Bilingual Creole is required, with weekend/extended hours possible.

Qualifications

• Minimum high school education required.
• Desireable bachelor’s or related associate degree.
• Requires bilingual Creole and strong customer service skills.

Responsibilities

• Engages clients in lobby and educates on self-service resources (mobile/online banking, ATM).
• Processes cash transactions accurately; manages center traffic and appointments.
• Builds client relationships to meet financial needs and promotes solutions meeting goals.
• Complies with laws, regulations, and internal processes; drives client experience.

Skills

Adaptability

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Client Management

Client Solutions Advisory

Pipeline Management

Prospecting

Referral Management

Account Management

Business Development

Client Experience Branding

Education

High School Diploma / GED

Bachelor’s Degree or relevant Associate’s Degree

Job description

Bank of America is seeking a Customer Service Associate to engage clients in the lobby, educate on self-service options, and process cash transactions with accuracy.

You will build relationships, follow compliant processes, and deliver an exceptional client experience while collaborating with a team across multiple centers. Bilingual Creole is required, with weekend/extended hours possible.