Client Relationship Advisor

Bank of America; City of Tonawanda (NY); On-site; USD 71,635,000 - 76,708,000; Full time

Job summary

Bank of America in New York State is seeking a client-oriented banking professional to engage clients in the lobby, educate on self-service options, and process cash transactions. You will build relationships, advise on financial solutions, and support a high standard of client service while adhering to all laws and regulations.

The role requires strong communication, ability to work weekends, and willingness to collaborate with specialists in lending, investments, and small business services.

Qualifications

• Bachelor's degree or higher or relevant associate's degree.
• Experience in sales and financial services is preferred.
• Ability to learn and adapt to new information and technology platforms.
• Strong communication and problem-solving skills.
• Willingness to work weekends or extended hours as needed.

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 to support clients and the bank.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls.
• Drives the client experience and cash responsibilities.
• Ensures compliance with laws and internal guidelines.

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Client Management

Relationship Building

Business Development

Prospecting

Referral Management

Education

Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

Job description

Bank of America in New York State is seeking a client-oriented banking professional to engage clients in the lobby, educate on self-service options, and process cash transactions. You will build relationships, advise on financial solutions, and support a high standard of client service while adhering to all laws and regulations.

The role requires strong communication, ability to work weekends, and willingness to collaborate with specialists in lending, investments, and small business services.