Financial Center Client Advisor

ghr; Village of Williamsville (NY); On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America in the United States is seeking a Client Associate to serve as the first point of contact for financial center clients, uncover personal banking needs, and connect clients to specialists. The role emphasizes outbound outreach, self-service support, and delivering exceptional client care while adhering to regulatory requirements.

Weekend and extended hours may be required. You will deepen client relationships through platform services, assist with simple transactions, and use

Qualifications

• Minimum of one year sales experience in a client-focused environment.
• Strong communication, relationship-building and problem-solving skills.
• Willingness to obtain notary commission within a few months.

Responsibilities

• Serve as the first point of contact for financial center clients.
• Uncover personal banking needs and connect clients to specialists.
• Assist with self-service transactions and platform services.
• Maintain compliance with regulatory requirements.
• Proactively follow up with clients via outbound calls.

Skills

Active Listening

Customer Focus

Problem Solving

Oral Communications

Relationship Building

Sales

Time Management

Notary Commission

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Bank of America in the United States is seeking a Client Associate to serve as the first point of contact for financial center clients, uncover personal banking needs, and connect clients to specialists. The role emphasizes outbound outreach, self-service support, and delivering exceptional client care while adhering to regulatory requirements.

Weekend and extended hours may be required. You will deepen client relationships through platform services, assist with simple transactions, and use