Client Relationship Advisor – Banking Solutions

Bank of America; New Jersey; On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America is seeking a client services associate to engage clients in the lobby and assist with transactions through self-service resources, including mobile and online banking or ATM. You will process cash transactions accurately and help clients explore financial options to meet their goals.

You will build relationships, follow risk and compliance guidelines, manage center traffic and outbound calls, and collaborate with lending and investments experts to provide tailored solutions while

Qualifications

• Minimum education required is high school diploma or equivalent.
• Bachelor's degree or business-related associate degree is preferred.
• Experience in financial services is a plus.

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 in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• 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

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED

Bachelor's Degree or business-related Associate's Degree (finance/management)

Job description

Bank of America is seeking a client services associate to engage clients in the lobby and assist with transactions through self-service resources, including mobile and online banking or ATM. You will process cash transactions accurately and help clients explore financial options to meet their goals.

You will build relationships, follow risk and compliance guidelines, manage center traffic and outbound calls, and collaborate with lending and investments experts to provide tailored solutions while