Client Experience Banking Advisor

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

Job summary

Bank of America Corporation in Red Bank, NJ seeks a customer-focused associate to educate clients and process transactions using self-service channels. You will handle cash, build client relationships, and connect customers to solutions that meet their financial goals.

The role requires a proactive, high-energy self-starter willing to work weekends or extended hours at multiple NJ centers. Prior sales and cash-handling experience is valued.

Qualifications

• Experience in financial services is preferred.
• One year of sales experience in a salary plus incentive environment with individual goals.
• Six months of cash handling experience.
• Bachelor's Degree or business-relevant Associate's Degree preferred.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes to do what is right for clients and the bank, complying with laws.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls.
• Drives the client experience and manages cash responsibilities.

Skills

Adaptability

Business Acumen

Customer focus

Oral communications

Problem solving

Account management

Client experience

Client management

Client solutions

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 Corporation in Red Bank, NJ seeks a customer-focused associate to educate clients and process transactions using self-service channels. You will handle cash, build client relationships, and connect customers to solutions that meet their financial goals.

The role requires a proactive, high-energy self-starter willing to work weekends or extended hours at multiple NJ centers. Prior sales and cash-handling experience is valued.