In-Branch Client Advisor

94-1687665 Bank of America, National Association; Princeton (NJ); On-site; USD 34,000 - 37,000; Full time

Job summary

Bank of America Corporation seeks a client-focused banking professional to engage customers in the lobby, educate on self-service options, and assist with transactions including cash handling.

The role emphasizes building client relationships, advising on financial solutions, and connecting clients to services that support their financial goals. The position may require weekend/extended hours and is based in New Jersey locations.

Qualifications

• Experience in financial services and knowledge of financial services industry, products and solutions
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
• Six months of cash handling experience
• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance
• High School Diploma / GED / Secondary School or equivalent

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 and network 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

Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America Corporation seeks a client-focused banking professional to engage customers in the lobby, educate on self-service options, and assist with transactions including cash handling.

The role emphasizes building client relationships, advising on financial solutions, and connecting clients to services that support their financial goals. The position may require weekend/extended hours and is based in New Jersey locations.