Client Relations Banker - Personal & Small Business

Bank of America; New York (NY); On-site; USD 42,000 - 52,000; Full time

Job summary

Bank of America in New York seeks a client-focused Financial Center Representative to greet clients, identify personal banking needs, and connect them to specialists for tailored solutions. You will support self-service transactions and deepen relationships through proactive outreach.

The role emphasizes strong communication, collaborative teamwork, and adherence to regulatory requirements. Weekend and extended hours may be required to serve clients across financial centers.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results.
• Collaborates effectively to get things done and build relationships.
• Strong written and verbal communications skills.
• Notary commission within a few months of start date (where required).

Responsibilities

• Partners with teams to provide consumer and small business solutions and guide clients through self-service or assisted transactions.
• Educates and trains clients on conducting simple transactions through self-service technologies.
• Leverages resources and processes to optimize the client experience and ensure accuracy.
• Adheres to processes, laws, and guidelines when opening accounts and servicing them.
• Manages client interactions with compliant action for the bank and clients.

Skills

Active Listening

Customer and Client Focus

Oral Communications

Problem Solving

Relationship Building

Communication Skills

Time Management

Education

High School Diploma / GED / Secondary School or equivalent

Associate's Degree or Bachelor's Degree in business, finance or a related field

Job description

Bank of America in New York seeks a client-focused Financial Center Representative to greet clients, identify personal banking needs, and connect them to specialists for tailored solutions. You will support self-service transactions and deepen relationships through proactive outreach.

The role emphasizes strong communication, collaborative teamwork, and adherence to regulatory requirements. Weekend and extended hours may be required to serve clients across financial centers.