Client Solutions Advisor, Banking & Growth

Bank of America; New York (NY); On-site; USD 50,000 - 60,000; Full time

Job summary

Bank of America is seeking a client-focused associate to engage clients in the lobby, educate them on self-service options, and accurately process cash transactions. This role emphasizes building relationships, understanding financial needs, and connecting clients with suitable solutions.

The position requires strong communication, adaptability, and the ability to work weekends or extended hours, with the flexibility to travel to different financial centers within a reasonable distance.

Qualifications

• Strong customer-service and sales orientation.
• Ability to learn financial products and services.
• Excellent communication and interpersonal skills.
• Comfort engaging with a diverse client base.
• Capable of handling multiple tasks and cash transactions accurately.

Responsibilities

• Engages clients in lobby to educate and assist with self-service resources.
• Processes cash transactions accurately and efficiently.
• Develops deep conversations to understand clients' financial goals.
• Guides clients to solutions meeting their financial needs.
• Builds relationships and connects clients to bank specialists.
• Manages cash, client flow, and appointment scheduling in daily operations.

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 / GED

Job description

Bank of America is seeking a client-focused associate to engage clients in the lobby, educate them on self-service options, and accurately process cash transactions. This role emphasizes building relationships, understanding financial needs, and connecting clients with suitable solutions.

The position requires strong communication, adaptability, and the ability to work weekends or extended hours, with the flexibility to travel to different financial centers within a reasonable distance.