Client Banking & Solutions Advisor

Bank of America; New York (NY); On-site; USD 34,440 - 35,817; Full time

Job summary

Bank of America is hiring for a frontline banking role in New York. You will engage clients in the lobby, educate on self-service resources, and process cash transactions as needed. The job focuses on understanding clients' financial priorities and connecting them with suitable solutions.

The role requires strong communication, relationship-building, and a client-centric mindset, with flexibility to work weekends or extended hours as required by the role.

Qualifications

• High School Diploma or GED required.
• Strong communication, relationship-building and client-focused mindset.
• Ability to learn and adapt to banking technology and processes.
• Comfortable working weekends or extended hours as needed.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes and guidelines to act in clients' and bank's best interest.
• Grows business knowledge by collaborating with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls effectively.
• Drives the client experience and manages cash responsibilities.

Skills

Adaptability

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 / GED / Secondary School or equivalent

Job description

Bank of America is hiring for a frontline banking role in New York. You will engage clients in the lobby, educate on self-service resources, and process cash transactions as needed. The job focuses on understanding clients' financial priorities and connecting them with suitable solutions.

The role requires strong communication, relationship-building, and a client-centric mindset, with flexibility to work weekends or extended hours as required by the role.