Client Relationship Advisor: Banking & Solutions

Bank of America; Franklin Square (NY); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is hiring for a client-facing role in New York with 40-hour work weeks and an in-office culture. You will engage clients in the lobby, educate on self-service tools, and process cash transactions accurately while building lasting relationships across branches.

The role requires strong communication, adaptability, and the ability to handle cash responsibly. Weekend work and travel to nearby centers may be required as part of delivering exceptional client service.

Qualifications

• Enthusiastic, self-starter with a strong work ethic and results focus.
• Collaborates effectively to build relationships.
• Communicates confidently andEducates clients on self-service channels (ATM/online/mobile).
• Learns and adapts to new information and technology platforms.
• Follows established processes and regulations to serve clients and the bank.

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 do what is right for clients and the bank, adhering to laws.
• Grows business knowledge and network by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience.
• Manages cash responsibilities.

Skills

Adaptability

Customer and Client Focus

Oral Communications

Problem Solving

Relationship Building

Client Management

Client Solutions Advisory

Pipeline Management

Prospecting

Referral Identification

Referral Management

Account Management

Business Development

Business Acumen

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's Degree or business-relevant Associate's Degree

Job description

Bank of America is hiring for a client-facing role in New York with 40-hour work weeks and an in-office culture. You will engage clients in the lobby, educate on self-service tools, and process cash transactions accurately while building lasting relationships across branches.

The role requires strong communication, adaptability, and the ability to handle cash responsibly. Weekend work and travel to nearby centers may be required as part of delivering exceptional client service.