Client Solutions Advisor – Banking & Relationships

Bank of America; Town of Huntington (NY); On-site; USD 40,000 - 60,000; Full time

Job summary

Bank of America is seeking a customer service associate in-branch to educate clients on self-service options (ATM, online, mobile) and to process cash transactions accurately. You will deliver a high-quality client experience while building relationships across banking products.

Responsibilities include managing center traffic, scheduling appointments, and making outbound calls to grow the bank's footprint. A strong sales mindset and compliance with laws guide every interaction.

Qualifications

• Strong work ethic and results orientation.
• Ability to build and nurture client relationships.
• Comfort engaging all clients and explaining banking options.
• Willingness to learn new platforms and processes.

Responsibilities

• Engage clients in lobby to educate on self-service resources.
• Process cash transactions accurately and efficiently.
• Grows knowledge by partnering with experts in banking products.
• Manage client flow, appointments, and outbound calls.
• Drive the client experience while adhering to laws and policies.

Skills

Customer focus

Self-motivated

Communication skills

Relationship building

Sales mindset

Adaptability

Attention to detail

Education

High School Diploma or GED

Bachelor's degree or equivalent

Job description

Bank of America is seeking a customer service associate in-branch to educate clients on self-service options (ATM, online, mobile) and to process cash transactions accurately. You will deliver a high-quality client experience while building relationships across banking products.

Responsibilities include managing center traffic, scheduling appointments, and making outbound calls to grow the bank's footprint. A strong sales mindset and compliance with laws guide every interaction.