Client Banking & Relationship Advisor

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

Benefits offered by this job

Incentives

Benefits

Paid time off

Job summary

Bank of America is seeking a client-focused associate at our financial center in New Jersey. This role centers on uncovering personal banking needs, guiding customers through self-service options, and connecting clients with specialists for tailored solutions.

Responsibilities include outbound outreach, relationship building, and adherence to regulatory standards while delivering exceptional service in a fast-paced banking environment.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Strong written and verbal communications skills.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Partner with teams to provide financial center clients with consumer and small business solutions.
• Educate and train clients on self-service transactions.
• Leverage resources to optimize the client experience and operational excellence.
• Adhere to processes and regulatory requirements in daily activities.
• Manage client interactions with best action for bank and clients.

Skills

Sales experience

Customer focus

Communication skills

Notary commission

Time management

Education

High School Diploma / GED

Bachelor’s degree

Job description

Bank of America is seeking a client-focused associate at our financial center in New Jersey. This role centers on uncovering personal banking needs, guiding customers through self-service options, and connecting clients with specialists for tailored solutions.

Responsibilities include outbound outreach, relationship building, and adherence to regulatory standards while delivering exceptional service in a fast-paced banking environment.