Client-Centric Banking Advisor

Bank of America; Hicksville (NY); On-site; USD 44,000 - 52,000; Full time

Job summary

Bank of America is seeking a client-focused team member to work in a branch environment, engaging clients in the lobby and guiding them through self-service options such as mobile, online banking, and ATM transactions.

You will build relationships, identify financial needs, and connect clients with appropriate banking solutions, while adhering to legal requirements and bank policies. The role requires flexible weekend/extended hours and strong communication in Spanish.

Qualifications

• Shows adaptability and initiative in client interactions.
• Strong communication and listening skills with customers.
• Ability to identify client needs and connect to banking solutions.
• Knowledge of self-service channels (ATM, online, mobile).
• Strong problem-solving and time-management capabilities.

Responsibilities

• Engage clients in the lobby, educate on self-service options, and process transactions.
• Build relationships to meet clients’ financial needs.
• Follow established processes, ensure regulatory compliance, and protect client interests.
• Grow knowledge by collaborating with small business, lending, and investments experts.
• Manage lobby traffic, appointments, and outbound calls effectively.
• Drive the client experience across the bank center.
• Handle cash responsibilities accurately and securely.

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 / GED

Bachelor's Degree

Job description

Bank of America is seeking a client-focused team member to work in a branch environment, engaging clients in the lobby and guiding them through self-service options such as mobile, online banking, and ATM transactions.

You will build relationships, identify financial needs, and connect clients with appropriate banking solutions, while adhering to legal requirements and bank policies. The role requires flexible weekend/extended hours and strong communication in Spanish.