Client Solutions Advisor - Banking

Bank of America; New York (NY); On-site; USD 71,635,000 - 76,708,000; Full time

Job summary

Bank of America is hiring for a frontline role focused on engaging clients in the lobby and educating them on self-service options such as mobile and online banking or ATMs. The position emphasizes accurate cash handling, deep client conversations, and connecting clients to financial solutions to meet their goals.

The role requires strong communication, problem-solving, and adherence to regulatory guidelines, with weekend/extended hours as needed in a 40-hour workweek at the Staten Island center.

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus.
• Collaborates effectively to complete tasks and build client relationships.
• Delivers a customer-first experience while following bank processes and regulations.
• Able to explain simple banking tasks using self‑service tools (ATM, online/mobile).
• Demonstrates clear communication and problem-solving to meet client needs.

Responsibilities

• Engage clients in the lobby to educate on and assist with self-service transactions.
• Process cash transactions accurately and efficiently as needed.
• Build relationships to understand client financial needs and connect them to solutions.
• Follow bank processes, guidelines, and regulatory requirements in daily activities.
• Help manage client flow, appointments, and outbound calls to drive the client experience.

Skills

Self-motivation

Collaboration

Customer focus

Communication

Problem solving

Time management

Adaptability

Relationship building

Education

High School Diploma / GED

Bachelor's or business-related Associate’s Degree

Tools

Online banking platforms

Mobile banking apps

Job description

Bank of America is hiring for a frontline role focused on engaging clients in the lobby and educating them on self-service options such as mobile and online banking or ATMs. The position emphasizes accurate cash handling, deep client conversations, and connecting clients to financial solutions to meet their goals.

The role requires strong communication, problem-solving, and adherence to regulatory guidelines, with weekend/extended hours as needed in a 40-hour workweek at the Staten Island center.