Client Relationship Advisor - Personal & Business Banking

Bank Of America; Brooklyn (AL); On-site; USD 54,000 - 66,000; Full time

Job summary

Bank of America in Brooklyn, NY is seeking a client-focused representative to serve as the first point of contact for financial center clients, helping uncover personal banking needs and offering appropriate solutions.

You will assist with self-service transactions, deepen client relationships through platform services, and connect clients to specialists while upholding regulatory and service standards. Weekend hours may be required.

Qualifications

• Minimum education is high school diploma or equivalent.
• Experience in a sales-oriented, client-focused environment.
• Strong communication and relationship-building skills.
• Ability to work weekends and extended hours.

Responsibilities

• Serve as the first point of contact for financial center clients and uncover personal banking needs.
• Assist, educate, and train clients on self-service technologies and transactions.
• Leverage resources to optimize the client experience and ensure accuracy.
• Adhere to processes and regulatory guidelines in day-to-day activities.

Skills

Active Listening

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Account Management

Pipeline Management

Education

High School Diploma / GED

Job description

Bank of America in Brooklyn, NY is seeking a client-focused representative to serve as the first point of contact for financial center clients, helping uncover personal banking needs and offering appropriate solutions.

You will assist with self-service transactions, deepen client relationships through platform services, and connect clients to specialists while upholding regulatory and service standards. Weekend hours may be required.