Client Banking Advisor & Relationship Specialist

Bank of America; West Windsor (NJ); On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

Benefits eligible

Incentive plan eligibility

Job summary

Bank of America is seeking a client-focused associate in New Jersey to serve as the first point of contact for financial center clients. You will uncover personal banking needs and connect clients to specialists, while supporting self-service transactions and delivering strong service.

The role emphasizes outbound follow-up, relationship building, and adherence to regulatory requirements. Weekend/extended hours may be required based on location.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented environment.
• Self-motivated, with strong work ethic and results focus.
• Ability to learn and adapt to new information and technology platforms.
• Notary commission or ability to obtain within a few months of start date.

Responsibilities

• Serve as first point of contact for financial center clients; uncover personal banking needs and connect to specialists.
• Deepen client relationships through platform services and self-service support.
• Handle transactions and ensure operational accuracy while complying with regulations.
• Initiate outbound calls and maintain follow-up routines with clients.

Skills

Active Listening

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

Referral Identification

Referral Management

Education

Associate’s Degree or Bachelor’s Degree in business, finance or related field

High School Diploma / GED

Job description

Bank of America is seeking a client-focused associate in New Jersey to serve as the first point of contact for financial center clients. You will uncover personal banking needs and connect clients to specialists, while supporting self-service transactions and delivering strong service.

The role emphasizes outbound follow-up, relationship building, and adherence to regulatory requirements. Weekend/extended hours may be required based on location.