Client Relationship Banker: Elevate Financial Lives

Bank of America; Town of Milton (NY); On-site; USD 34,000 - 36,000; Full time

Benefits offered by this job

Benefits eligible

Competitive pay

Paid time off

Job summary

Bank of America is seeking an energetic client advocate to educate customers in the lobby and guide them to self-service options like mobile and online banking. You will handle cash transactions, learn clients’ financial priorities, and connect them with suitable solutions to meet their goals.

The role emphasizes relationship building, adherence to procedures, and a strong customer focus. Weekend availability and location flexibility across multiple centers may be required.

Qualifications

• Enthusiastic, highly motivated self-starter with strong work ethic and results focus.
• Collaborates effectively to build relationships and deliver client value.
• Clear communicator comfortable engaging all clients and educating them on self-service tools.

Responsibilities

• Engage clients in the lobby to educate and assist with self-service resources.
• Process cash transactions accurately and efficiently for clients.
• Develop deep conversations to understand clients' financial goals and connect them to solutions.
• Build relationships to meet financial needs and grow the client base.
• Follow established processes and comply with laws and regulations.
• Drive the client experience and manage center traffic, appointments and calls.
• Collaborate with banking center experts in small business, lending, and investments.

Skills

Customer Focus

Relationship Building

Sales Experience

Communication

Problem Solving

Time Management

Self-starter

Adaptability

Client Experience

Client Solutions Advisory

Prospecting

Referral Identification

Referral Management

Account Management

Branding

Education

High School Diploma or GED

Bachelor's Degree or Business-related Associate's Degree

Finance or Business Administration knowledge

Job description

Bank of America is seeking an energetic client advocate to educate customers in the lobby and guide them to self-service options like mobile and online banking. You will handle cash transactions, learn clients’ financial priorities, and connect them with suitable solutions to meet their goals.

The role emphasizes relationship building, adherence to procedures, and a strong customer focus. Weekend availability and location flexibility across multiple centers may be required.