Client-Centric Banking Advisor

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

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is seeking a client-facing associate to educate clients on self-service options and handle cash transactions accurately in a busy NJ financial center. The role emphasizes building client relationships and guiding conversations toward suitable financial solutions.

You will interact with customers at the lobby, handle daily cash duties, and work to meet financial goals while following all laws and bank policies.

Qualifications

• Enthusiastic self-starter with a strong work ethic and results orientation.
• Collaborates effectively to build relationships and get things done.
• Able to communicate confidently and educate clients on self-service options.
• Learns and adapts to new information and technology platforms.
• Willing to work weekends or extended hours and travel to multiple locations.
• Bachelor's or business-focused degree is preferred but not required.

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 the client and bank's best interests.
• Grows knowledge by collaborating with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls effectively.
• Drives the client experience and ensures service quality.
• Manages cash responsibilities and transactional accuracy.

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 or GED

Bachelor's Degree or business-related Associate's Degree

Job description

Bank of America is seeking a client-facing associate to educate clients on self-service options and handle cash transactions accurately in a busy NJ financial center. The role emphasizes building client relationships and guiding conversations toward suitable financial solutions.

You will interact with customers at the lobby, handle daily cash duties, and work to meet financial goals while following all laws and bank policies.