Client Relationship Advisor

94-1687665 Bank of America, National Association; New York (NY); On-site; USD 40,000 - 55,000; Full time

Job summary

Bank of America, National Association is seeking a customer-focused associate to engage clients in the lobby, educate them on self-service resources, and assist with transactions through ATMs, online and mobile banking. You will process cash transactions accurately and build enduring client relationships.

Responsibilities include managing center traffic, scheduling, and outbound calls while aligning with bank policies to deliver a superior client experience.

Qualifications

• Strong work ethic with focus on results.
• Ability to learn and adapt to new information and technology platforms.
• Willingness to work weekends and/or extended hours as needed.

Responsibilities

• Educate and assist clients with transactions using self-service resources like mobile banking, online banking, and ATMs.
• Process cash transactions accurately and build relationships to meet clients' financial needs.
• Follow processes and guidelines to act in the best interest of clients and the bank, ensuring compliance with laws and regulations.
• Grow knowledge by collaborating with experts in small business, lending, and investments.
• Manage center traffic, appointments, and outreach calls to drive client experience and service quality.

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America, National Association is seeking a customer-focused associate to engage clients in the lobby, educate them on self-service resources, and assist with transactions through ATMs, online and mobile banking. You will process cash transactions accurately and build enduring client relationships.

Responsibilities include managing center traffic, scheduling, and outbound calls while aligning with bank policies to deliver a superior client experience.