Client Relationship & Banking Advisor

Bank of America; Brielle (NJ); On-site; USD 33,000 - 40,000; Full time

Job summary

Bank of America is recruiting for a role focused on engaging lobby clients and guiding them through self-service options such as mobile, online banking, or ATMs. The role emphasizes accurate cash processing, listening to client priorities, and connecting them with solutions to meet financial goals.

The position requires a proactive, customer-focused approach, strong communication, and the ability to work weekends or extended hours at various center locations within reasonable distance.

Qualifications

• Enthusiastic, highly motivated self-starter with strong work ethic and results focus

Responsibilities

• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows processes to do what is right for clients and the bank, complying with laws and regulations
• Grows knowledge by partnering with experts in small business, lending, and investments
• Manages center traffic, appointments, and outbound calls
• 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 / Secondary School or equivalent

Bachelor's Degree or business-related Degree (e.g., business management, business administration or finance)

Job description

Bank of America is recruiting for a role focused on engaging lobby clients and guiding them through self-service options such as mobile, online banking, or ATMs. The role emphasizes accurate cash processing, listening to client priorities, and connecting them with solutions to meet financial goals.

The position requires a proactive, customer-focused approach, strong communication, and the ability to work weekends or extended hours at various center locations within reasonable distance.