Client Banking Advisor – Relationship & Solutions Expert

Bank of America; Paramus (NJ); On-site; USD 34,000 - 37,000; Full time

Job summary

Bank of America is seeking an in‑office client service associate to engage lobby clients, educate on self-service channels, and accurately process cash transactions. You will build relationships, follow bank guidelines, and connect clients to solutions in lending, investments, and small business as needed.

The role requires a strong focus on client experience, adherence to risk controls, and availability for weekend hours and occasional travel to nearby financial centers.

Qualifications

• High School Diploma or GED or equivalent required.
• Excellent communication and interpersonal skills with a customer-first mindset.
• Willingness to work weekends and extended hours as needed and travel to nearby financial centers.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes and guidelines to do what is right for clients and the bank, in compliance with laws and regulations.
• Grows knowledge by collaborating with experts in lending, investments, and small business.
• Manages branch traffic, appointments, and outbound calls to serve clients effectively.
• Drives a positive client experience through accurate cash handling and service.

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 / Secondary School or equivalent

Job description

Bank of America is seeking an in‑office client service associate to engage lobby clients, educate on self-service channels, and accurately process cash transactions. You will build relationships, follow bank guidelines, and connect clients to solutions in lending, investments, and small business as needed.

The role requires a strong focus on client experience, adherence to risk controls, and availability for weekend hours and occasional travel to nearby financial centers.