Client Relationships & Banking Solutions Advisor

Bank of America; Red Bank (NJ); On-site; USD 38,000 - 48,000; Full time

Job summary

Bank of America is hiring to educate and assist clients in lobby transactions, using self-service channels such as mobile banking, online banking, or ATM. The role focuses on accurate cash handling, deep conversations to understand financial goals, and connecting clients with appropriate solutions.

Responsibilities include building client relationships, following bank processes, and driving the overall client experience while adhering to applicable laws and regulations.

Qualifications

• High school diploma or equivalent required; bachelor’s degree preferred for advancement.
• Strong interpersonal and communication skills essential.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Engage clients in the lobby and assist with transactions via self-service channels.
• Build relationships to meet client financial needs and goals.
• Adhere to laws, regulations and bank processes in daily activities.
• Manage center traffic, appointments, and outbound calls.
• Drive the client experience and service quality.
• Handle cash with accuracy and accountability.

Skills

Adaptability

Business Acumen

Customer 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

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

Job description

Bank of America is hiring to educate and assist clients in lobby transactions, using self-service channels such as mobile banking, online banking, or ATM. The role focuses on accurate cash handling, deep conversations to understand financial goals, and connecting clients with appropriate solutions.

Responsibilities include building client relationships, following bank processes, and driving the overall client experience while adhering to applicable laws and regulations.