In-Branch Client Banking Advisor

Bank of America Corporation; West Windsor (NJ); On-site; USD 34,000 - 37,000; Full time

Job summary

Bank of America Corporation in New Jersey seeks an in-branch client associate to engage clients in the lobby, educate on self-service options, and assist with transactions.

You will process cash transactions, conduct in-depth conversations to learn client priorities, and connect clients to solutions that meet their financial goals. Weekend availability may be required; base pay with benefits is provided.

Qualifications

• Bachelor's degree or equivalent business qualification is required or preferred.
• Strong interpersonal and communication skills with client focus.
• Willingness to learn and adapt to new banking technology.
• Experience in sales or customer-facing roles is a plus.
• Ability to handle cash handling and financial transactions with accuracy.

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 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

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

Job description

Bank of America Corporation in New Jersey seeks an in-branch client associate to engage clients in the lobby, educate on self-service options, and assist with transactions.

You will process cash transactions, conduct in-depth conversations to learn client priorities, and connect clients to solutions that meet their financial goals. Weekend availability may be required; base pay with benefits is provided.