Client-Centric Banking Advisor

Bank of America Corporation

Lower Township (NJ)

On-site

USD 34,000 - 37,000

Full time

13 days ago

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Job summary

Bank of America in New Jersey is seeking a customer-focused team member to assist clients in the lobby, educate on self-service resources, and accurately process cash transactions. You will engage clients to understand their financial priorities and connect them to suitable solutions.

This role emphasizes building relationships, managing center traffic, and contributing to a strong client experience while adhering to regulatory requirements. Weekend availability may be required.

Qualifications

  • Enthusiastic self-starter with strong work ethic and results focus.
  • Ability to collaborate, build relationships, and deliver client value.
  • Capable of learning new information and technology platforms.
  • Proficient in explaining self-service banking (ATM/online/mobile).
  • Committed to following processes, laws, and regulations.
  • Excellent time management and prioritization for busy centers.
  • Willing to work weekends or extended hours as needed.

Responsibilities

  • Executes risk culture and strives for operational excellence.
  • Builds client relationships to meet financial needs.
  • Follows processes to act in clients' and bank's best interests.
  • Grows knowledge by partnering with experts in various banking areas.
  • Manages center traffic, appointments, and outbound calls.
  • Drives the client experience and maintains cash handling responsibilities.

Skills

Adaptability
Customer Focus
Oral Communications
Problem Solving
Relationship Building
Time Management
Sales Skills

Education

High School Diploma / GED
Bachelor’s Degree or relevant Associate’s Degree
One year sales experience (salary + incentive)

Job description

Bank of America in New Jersey is seeking a customer-focused team member to assist clients in the lobby, educate on self-service resources, and accurately process cash transactions. You will engage clients to understand their financial priorities and connect them to suitable solutions.

This role emphasizes building relationships, managing center traffic, and contributing to a strong client experience while adhering to regulatory requirements. Weekend availability may be required.

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