Client Solutions Advisor — Relationship Banking

Bank of America; New York (NY); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America is hiring for a customer-focused role in New York, responsible for engaging clients in the lobby and guiding them through self-service banking. You will process cash transactions, have in-depth conversations to understand financial goals, and connect clients to banking solutions.

The position emphasizes relationship-building, risk-aware operations, and cash management. Local travel may be required.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus.
• Collaborates effectively to build relationships and drive outcomes.
• Passion and drive to deliver an experience that improves clients' financial lives.
• Confident in identifying solutions for new and existing clients based on needs.
• Effective communicator comfortable engaging all clients.
• Able to learn and adapt to new information and technology platforms.
• Able to educate clients on basic banking transactions via self-service tools.
• Strong critical thinking and problem-solving skills to meet client needs.
• Follows established processes and regulations in daily activities.
• Efficient time and capacity management.
• Focuses on results while acting in clients' best interests.
• Willing to work weekends/extended hours and travel to centers if needed

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, per laws.
• Grows business knowledge by partnering with experts in small business, lending, and investments.
• Manages financial 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

Job description

Bank of America is hiring for a customer-focused role in New York, responsible for engaging clients in the lobby and guiding them through self-service banking. You will process cash transactions, have in-depth conversations to understand financial goals, and connect clients to banking solutions.

The position emphasizes relationship-building, risk-aware operations, and cash management. Local travel may be required.