Client Banking & Solutions Advisor

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

Job summary

Bank of America Corporation in New Jersey is seeking a Customer Service Associate to guide clients in the lobby, educate on self-service tools, and handle cash transactions. You will identify client needs and connect them with relevant banking solutions to support financial goals.

The role requires flexibility for weekend/extended hours; base pay is hourly with benefits and opportunities for growth within a large financial services organization.

Qualifications

• High School Diploma or equivalent required.
• Bachelor’s degree or business-related Associate’s degree preferred.
• Experience in financial services is a plus.
• One year of sales experience in a salary plus incentive environment is desirable.

Responsibilities

• Engages clients in the lobby to educate and assist with self-service resources (mobile/online banking, ATM).
• Accurately and efficiently process cash transactions for clients.
• Develops deep conversations to understand financial goals and connects clients to suitable solutions.
• Builds relationships to meet client financial needs and follows banking processes and regulatory guidelines.
• Manages center traffic, appointments, and outbound calls to drive the client experience.

Skills

Adaptability

Business Acumen

Customer 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 or equivalent

Bachelor’s or business-related Associate’s Degree

Job description

Bank of America Corporation in New Jersey is seeking a Customer Service Associate to guide clients in the lobby, educate on self-service tools, and handle cash transactions. You will identify client needs and connect them with relevant banking solutions to support financial goals.

The role requires flexibility for weekend/extended hours; base pay is hourly with benefits and opportunities for growth within a large financial services organization.