Financial Concierge & Relationship Builder

Bank of America; Levittown (NY); On-site; USD 45,000 - 65,000; Full time

Job summary

Bank of America in the United States seeks a client service associate to educate and assist clients with transactions using self-service resources such as mobile banking, online banking, or ATM. You will process cash transactions accurately and engage clients to understand financial goals.

The role emphasizes building client relationships, following procedures, and collaborating with specialists in small business, lending, and investments to deliver exceptional service.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus.
• Collaborates effectively to build relationships.
• Strong communication and client service orientation.
• Ability to identify client solutions based on needs.
• Willing to work weekends or extended hours as needed.
• Familiar with self-service banking platforms.
• Cash handling experience desirable.

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 in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Grows business knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• 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

Job description

Bank of America in the United States seeks a client service associate to educate and assist clients with transactions using self-service resources such as mobile banking, online banking, or ATM. You will process cash transactions accurately and engage clients to understand financial goals.

The role emphasizes building client relationships, following procedures, and collaborating with specialists in small business, lending, and investments to deliver exceptional service.