Client Experience & Banking Advisor

NBMBAA

Red Bank (NJ)

On-site

USD 34,000 - 37,000

Full time

4 days ago

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Job summary

Bank of America is hiring a Client Experience Associate to engage clients in the lobby and educate them on mobile, online, and ATM self-service options. You will accurately process cash transactions, have in-depth client conversations, and connect customers with tailored financial solutions.

The role emphasizes relationship-building, adherence to laws, and a strong client-centric mindset. Ideal candidates are motivated, reliable, and comfortable working with a flexible schedule including

Qualifications

Minimum education: High School diploma or equivalent.
Experience in financial services and sales is a plus but not required.

Responsibilities

Engages clients in the lobby to educate and assist with self-service banking.
Processes cash transactions accurately and efficiently.
Fosters client relationships and connects clients to banking solutions.
Grows knowledge through collaboration with specialists in small business, lending, and investments.
Manages center traffic, appointments, and outbound calls to support client experience.

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

Tools

CRM software

Job description

The role emphasizes relationship-building, adherence to laws, and a strong client-centric mindset. Ideal candidates are motivated, reliable, and comfortable working with a flexible schedule including

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