Client-Focused Banking Advisor

Bank of America; New York (NY); On-site; USD 52,000 - 59,000; Full time

Benefits offered by this job

Competitive benefits

In-office culture

Career development support

Job summary

Bank of America in New York (Staten Island area) is seeking a client-focused team member to engage customers in the lobby, educate them on self-service options, and process cash transactions with accuracy and efficiency.

The role emphasizes building relationships to meet financial goals while following all regulatory guidelines and bank procedures. Weekend and extended hours may be required to support branch operations.

Qualifications

• Strong customer service skills and a solutions mindset.
• Ability to explain self-service banking options simply.
• Good communication and relationship-building with clients.

Responsibilities

• Educate and assist clients in using self-service resources (mobile/online banking, ATM).
• Process cash transactions accurately and efficiently.
• Build client relationships to meet financial needs and connect them to solutions.
• Adhere to laws and bank policies while delivering the client experience.

Skills

Customer focus

Communication

Problem solving

Team collaboration

Education

Bachelor's degree

Associate's degree

Job description

Bank of America in New York (Staten Island area) is seeking a client-focused team member to engage customers in the lobby, educate them on self-service options, and process cash transactions with accuracy and efficiency.

The role emphasizes building relationships to meet financial goals while following all regulatory guidelines and bank procedures. Weekend and extended hours may be required to support branch operations.