Client Relationship Advisor – In-Branch Banking

Bank of America; Sunnyside (NY); On-site; USD 71,635,000 - 76,732,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America in New York's Sunnyside area is seeking a customer service-focused associate to assist clients in-branch and educate them on self-service banking options. You will process cash transactions accurately, engage clients in meaningful conversations about their financial goals, and connect them to appropriate solutions.

The ideal candidate will excel in relationship-building, be comfortable with technology platforms, and be flexible to work weekends and travel to nearby centers as

Qualifications

• Enthusiastic self-starter with strong work ethic and a focus on client outcomes.
• Collaborates effectively to build and nurture client relationships.
• Able to learn and adapt to new information and technology platforms.
• Comfortable educating clients on self-service banking options (ATM/online/mobile).
• Willingness to work weekends and travel to nearby financial centers as needed.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes to do what is right for clients and the bank, adhering to laws and regulations.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience and ensures quality service.
• Manages cash responsibilities in daily operations.

Skills

Adaptability

Customer Focus

Relationship Building

Problem Solving

Oral Communications

Account Management

Client Management

Business Development

Prospecting

Pipeline Management

Education

High School Diploma or GED

Job description

Bank of America in New York's Sunnyside area is seeking a customer service-focused associate to assist clients in-branch and educate them on self-service banking options. You will process cash transactions accurately, engage clients in meaningful conversations about their financial goals, and connect them to appropriate solutions.

The ideal candidate will excel in relationship-building, be comfortable with technology platforms, and be flexible to work weekends and travel to nearby centers as