Client-Focused Banking Advisor

Bank of America; Village/Town of Mount Kisco (NY); On-site; USD 42,000 - 65,000; Full time

Job summary

Bank of America in New York seeks a client-focused banking professional to serve as the first point of contact for financial center clients, uncover personal banking needs, and connect clients with specialists. You will deepen relationships through platform services, assist with self-service transactions, and deliver exceptional client care while meeting regulatory requirements and team goals.

This role offers growth into notary responsibilities and a collaborative, in-office culture with

Qualifications

• At least one year of sales experience in a client-centric role.
• Willing to obtain a notary commission within months of start.
• Capacity to work weekends and extended hours.
• Strong written and verbal communication skills.
• Ability to identify solutions for client needs.

Responsibilities

• Serve as first point of contact for financial center clients.
• Deepen client relationships through platform services.
• Educate and train clients on self-service transactions.
• Leverage resources to optimize client experience and accuracy.
• Adhere to regulatory requirements in daily activities.
• Manage client interactions and determine best course of action.

Skills

Active Listening

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Relationship Building

Pipeline Management

Prospecting

Notary Commission

Education

Associate's Degree or Bachelor's Degree in business/finance

Tools

Microsoft Office

Excel

Job description

Bank of America in New York seeks a client-focused banking professional to serve as the first point of contact for financial center clients, uncover personal banking needs, and connect clients with specialists. You will deepen relationships through platform services, assist with self-service transactions, and deliver exceptional client care while meeting regulatory requirements and team goals.

This role offers growth into notary responsibilities and a collaborative, in-office culture with