Client Relationship Advisor (Banking)

Bank of America; Absecon (NJ); On-site; USD 40,000 - 52,000; Full time

Job summary

Bank of America in Absecon, NJ is seeking an in-branch Client Associate to welcome and educate clients, assist with transactions through self-service channels, and connect customers to solutions that meet their financial goals. You will handle cash and service requests accurately while adhering to policies and regulatory requirements.

The role emphasizes building relationships, delivering a positive client experience, and collaborating with experts across banking areas.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates effectively to meet client needs and build relationships.
• Confident in identifying client solutions and educating on self-service banking.

Responsibilities

• Execute risk culture and aim for operational excellence.
• Build relationships with clients to meet financial needs.
• Follow processes to act in clients' and bank's best interest.
• Grow knowledge by partnering with experts in small business, lending, investments.
• Manage center traffic, appointments, and outbound calls.
• Drive the client experience and satisfaction.
• Manage cash responsibilities.

Skills

Adaptability

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Relationship Building

Banking Knowledge

Cash Handling

Education

High School Diploma

Job description

Bank of America in Absecon, NJ is seeking an in-branch Client Associate to welcome and educate clients, assist with transactions through self-service channels, and connect customers to solutions that meet their financial goals. You will handle cash and service requests accurately while adhering to policies and regulatory requirements.

The role emphasizes building relationships, delivering a positive client experience, and collaborating with experts across banking areas.