In-Branch Client Solutions Advisor

NBMBAA; Hauppauge (NY); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Benefits

Job summary

Bank of America is seeking a client-focused team member to engage clients in the lobby, educate them on self-service options, and assist with transactions. The role emphasizes accurate cash handling, ongoing client conversations, and identifying financial solutions to meet client goals.

This in-office position requires strong communication, adaptability, and the ability to work weekends or extended hours as needed, with comprehensive benefits and a supportive team environment.

Responsibilities

• Engages clients in the lobby to educate and assist with transactions through self-service resources.
• Processes cash transactions accurately and efficiently for clients as needed.
• Conducts in-depth conversations to understand financial goals and connect clients to suitable solutions.

Job description

Bank of America is seeking a client-focused team member to engage clients in the lobby, educate them on self-service options, and assist with transactions. The role emphasizes accurate cash handling, ongoing client conversations, and identifying financial solutions to meet client goals.

This in-office position requires strong communication, adaptability, and the ability to work weekends or extended hours as needed, with comprehensive benefits and a supportive team environment.