Personal Banking Advisor

Bank of America; Pemberton (NJ); On-site; USD 40,000 - 55,000; Full time

Job summary

Bank of America is hiring for a client services role in the United States. The position focuses on educating clients about self-service options such as mobile and online banking, while processing cash transactions and guiding customers toward financial solutions that fit their goals.

The role demands strong communication, relationship-building, and adherence to laws and bank policies, with flexibility for weekend or extended hours as needed.

Qualifications

• Bachelor's degree or business relevant associate degree such as business management, business administration, or finance.

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

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Client Management

Client Solutions Advisory

Pipeline Management

Prospecting

Referral Identification

Education

Bachelor's degree or business relevant associate degree

Job description

Bank of America is hiring for a client services role in the United States. The position focuses on educating clients about self-service options such as mobile and online banking, while processing cash transactions and guiding customers toward financial solutions that fit their goals.

The role demands strong communication, relationship-building, and adherence to laws and bank policies, with flexibility for weekend or extended hours as needed.