Client Solutions Advisor - Relationship Banking

Bank of America Corporation; Village of Patchogue (NY); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Job summary

Bank of America Corporation is seeking a frontline Client Service Associate to engage clients in the lobby, educate them on self-service options, and assist with cash transactions. You will build relationships, understand client needs, and connect them to the right financial solutions.

The role requires strong communication, adaptability, and a commitment to accurate, compliant service. In-office positions emphasize team collaboration and adherence to bank policies.

Qualifications

• Enthusiastic, motivated self-starter focused on results and client needs.
• Ability to learn and adapt to new information and technology platforms.
• Experience in financial services or sales environments is a plus.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines to act in the best interest of clients and the bank
• 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

Account Management

Client Experience

Relationship Building

Prospecting

Sales Performance

Communication

Cash Handling

Education

High School Diploma

Bachelor's Degree or equivalent

Job description

Bank of America Corporation is seeking a frontline Client Service Associate to engage clients in the lobby, educate them on self-service options, and assist with cash transactions. You will build relationships, understand client needs, and connect them to the right financial solutions.

The role requires strong communication, adaptability, and a commitment to accurate, compliant service. In-office positions emphasize team collaboration and adherence to bank policies.