Client Banking Advisor & Solutions Specialist

Bank of America; Terryville (NY); On-site; USD 71,635,000 - 77,146,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America in New York is seeking a client-focused associate to educate clients in-branch on self-service options and to process cash transactions accurately. You will build relationships and identify solutions to meet clients' financial goals in a busy retail environment.

The role requires strong communication, adaptability, and a commitment to compliant, high-quality service. Weekend/extended hours may be needed to serve customers across multiple branches.

Qualifications

• Enthusiastic self-starter with a strong work ethic and results-driven focus.
• Collaborates effectively to build relationships and get things done.
• Comfortable educating clients on self-service banking options (ATM, online, mobile).
• Demonstrates critical thinking and problem-solving to meet client needs.
• Adapts to new information and technology platforms.
• Ability to manage time and service expectations in a fast-paced environment.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions via self-service resources.
• Process cash transactions accurately and efficiently for clients.
• Develop deep conversations to understand financial goals and connect clients to solutions.
• Build relationships to meet customers' financial needs and expand service opportunities.
• Manage center traffic, appointments, and outbound calls to support the client experience.
• Adhere to all laws and bank policies while delivering 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

Job description

Bank of America in New York is seeking a client-focused associate to educate clients in-branch on self-service options and to process cash transactions accurately. You will build relationships and identify solutions to meet clients' financial goals in a busy retail environment.

The role requires strong communication, adaptability, and a commitment to compliant, high-quality service. Weekend/extended hours may be needed to serve customers across multiple branches.