Client Banking & Relationship Advisor

Bank of America Corporation; New York (NY); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America Corporation in Brooklyn, NY is seeking an in-branch client service specialist to educate customers on self-service options, process cash transactions accurately, and build relationships to support financial goals.

The role emphasizes compliance, teamwork, and the ability to handle varied branch tasks, including cash management, client consultations, and outreach. High School Diploma or GED required.

Qualifications

• Strong work ethic with results focus and client-centric mindset.
• Ability to learn and use self-service banking platforms.
• Willingness to work weekends or extended hours as needed.
• Excellent communication and relationship-building capabilities.
• Comfortable following established processes and compliance rules.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes and guidelines to do what is right for clients and the bank.
• Grows knowledge by partnering with experts in lending and investments.
• Manages branch traffic, appointments, and outbound calls.

Skills

Adaptability

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Client Management

Prospecting

Referral Management

Account Management

Client Experience Branding

Education

High School Diploma or GED

Tools

ATM

Online Banking

Mobile Banking

Job description

Bank of America Corporation in Brooklyn, NY is seeking an in-branch client service specialist to educate customers on self-service options, process cash transactions accurately, and build relationships to support financial goals.

The role emphasizes compliance, teamwork, and the ability to handle varied branch tasks, including cash management, client consultations, and outreach. High School Diploma or GED required.