Client Experience & Relationship Banker

Bank of America

New Jersey

On-site

USD 34,000 - 37,000

Full time

7 days ago
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Benefits offered by this job

Benefits eligible

Job summary

Bank of America in New Jersey is seeking a Client Service Associate to engage clients in the lobby, educate on self-service banking, and accurately process cash transactions. You will build relationships, identify client needs, and connect them with solutions to meet their financial goals.

The role requires strong communication, problem-solving skills, and the ability to work weekends or extended hours. In-office collaboration and development opportunities are offered.

Qualifications

  • Minimum education includes a high school diploma or equivalent.
  • Relevant bachelor’s degree or business/finance associate degree is preferred.
  • Experience in financial services and sales is advantageous.

Responsibilities

  • Executes the bank's risk culture and strives for operational excellence.
  • Builds relationships with clients to meet financial needs.
  • Follows established processes to serve clients and comply with laws.
  • Grows knowledge by collaborating with experts in lending, investments, and small business.
  • Manages center traffic, appointments, and outbound calls effectively.
  • Drives the client experience and handles 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
Prospecting
Referral Identification
Referral Management

Education

High School Diploma / GED
Bachelor's Degree or business-relevant Associate’s Degree in business/finance

Job description

Bank of America in New Jersey is seeking a Client Service Associate to engage clients in the lobby, educate on self-service banking, and accurately process cash transactions. You will build relationships, identify client needs, and connect them with solutions to meet their financial goals.

The role requires strong communication, problem-solving skills, and the ability to work weekends or extended hours. In-office collaboration and development opportunities are offered.

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