Client Relationship Advisor

Bank of America; North Lindenhurst (NY); On-site; USD 71,635,200 - 76,707,523; Full time

Job summary

Bank of America in New York is seeking a client-focused associate to educate clients on self-service banking options and to process cash transactions accurately. You will engage customers in the lobby, identify financial needs, and connect clients with banking solutions.

The role emphasizes delivering strong client experiences, flexible hours, and collaboration with experts in small business, lending, and investments.

Qualifications

• Experience in customer-facing roles with strong communication.
• Ability to handle cash transactions accurately and securely.
• Comfort with financial products and self-service tools.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions.
• Process cash transactions accurately for clients when needed.
• Have in-depth conversations to understand financial goals and offer solutions.
• Build relationships with clients and refer to bank experts as needed.
• Manage center traffic, appointments, and outbound calls.
• Support client experience and adhere to laws and guidelines.

Skills

Bilingual Spanish

Customer Focus

Problem Solving

Relationship Building

Cash Handling

Education

Bachelor's degree or related

Job description

Bank of America in New York is seeking a client-focused associate to educate clients on self-service banking options and to process cash transactions accurately. You will engage customers in the lobby, identify financial needs, and connect clients with banking solutions.

The role emphasizes delivering strong client experiences, flexible hours, and collaboration with experts in small business, lending, and investments.