Client Experience & Banking Advisor

National Black MBA Association; New York, Northern (NY, KY); Hybrid; USD 34,000 - 36,000; Full time

Job summary

Bank of America in Staten Island, NY is hiring a Customer Service Associate to engage clients in the lobby, educate on self-service banking, and accurately process cash transactions. The role emphasizes building client relationships, guiding financial conversations, and connecting customers to suitable solutions.

The position requires weekend and extended hours, strong communication, and the ability to learn new platforms, offering benefits and a focus on delivering exceptional client

Qualifications

• Minimum education is high school diploma or equivalent.
• Desirable Bachelor’s or business-related associate degree and cash handling experience.
• Customer-focused sales skills and ability to educate clients on banking options.

Responsibilities

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

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

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

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Staten Island, NY is hiring a Customer Service Associate to engage clients in the lobby, educate on self-service banking, and accurately process cash transactions. The role emphasizes building client relationships, guiding financial conversations, and connecting customers to suitable solutions.

The position requires weekend and extended hours, strong communication, and the ability to learn new platforms, offering benefits and a focus on delivering exceptional client