Client Relationship Advisor

Bank of America; City of Niagara Falls (NY); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Benefits eligible

Industry-leading benefits

Paid time off

Job summary

Bank of America in New York is hiring a lobby-based Customer Service Professional to educate clients on self-service options and to process cash transactions accurately and efficiently. You will build relationships, follow established processes, and collaborate with experts in lending and investments to meet clients' financial goals.

This is a 40-hour, first-shift role with benefits eligible. Strong communication, problem-solving, and time-management skills are essential for delivering a

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Diligent in building and nurturing client relationships.
• Able to identify solutions for new and existing clients based on needs.
• Comfortable engaging all clients and communicating clearly.
• Learns and adapts to new information and technology platforms.
• Educates clients on self-service banking (ATM/online/mobile).
• Demonstrates critical thinking to meet client needs.
• Follows established processes and adheres to laws and regulations.
• Manages time and capacity efficiently.
• Focuses on results in the best interest of the client.

Responsibilities

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

Bachelor's Degree or relevant business/finance associate

Business-related Associate’s Degree (e.g., business management, business administration, or finance)

Job description

Bank of America in New York is hiring a lobby-based Customer Service Professional to educate clients on self-service options and to process cash transactions accurately and efficiently. You will build relationships, follow established processes, and collaborate with experts in lending and investments to meet clients' financial goals.

This is a 40-hour, first-shift role with benefits eligible. Strong communication, problem-solving, and time-management skills are essential for delivering a