Client Experience & Relationship Banking Advisor

Bank of America; Levittown (NY); On-site; USD 32,000 - 46,000; Full time

Job summary

Bank of America is hiring to engage clients in the lobby, educate on self-service options, and process cash transactions with accuracy and efficiency. You will build relationships to understand financial needs, connect clients to banking solutions, and support operational processes in a structured environment.

The role emphasizes strong communication, problem-solving, and teamwork, with expectations to handle weekends or extended hours as needed, while adhering to laws and internal guidelines.

Qualifications

• Enthusiastic self-starter with strong work ethic and results-oriented mindset.
• Excellent relationship-building and communication skills.
• Willing to work weekends and/or extended hours as needed.
• Experience in financial services and sales in a salary+incentive environment.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Grows business knowledge and network by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience.
• 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

High School Diploma / GED / Secondary School or equivalent

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

Job description

Bank of America is hiring to engage clients in the lobby, educate on self-service options, and process cash transactions with accuracy and efficiency. You will build relationships to understand financial needs, connect clients to banking solutions, and support operational processes in a structured environment.

The role emphasizes strong communication, problem-solving, and teamwork, with expectations to handle weekends or extended hours as needed, while adhering to laws and internal guidelines.