Personal Banking & Small Business Advisor

Bank of America; New York (NY); On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

Benefits

Paid time off

Job summary

Bank of America in Brooklyn, NY seeks a client-focused service associate to deepen relationships with individual and small business clients. You will uncover personal banking needs, offer suitable solutions, and connect clients to specialists for complex services.

You will drive client care through self-service enablement, outbound outreach, and consistent follow-up, while ensuring compliance and accurate execution of daily banking tasks.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Strong written and verbal communications skills.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Partners with teams to provide consumer and small business solutions and services.
• Educates and trains clients on self-service transactions and digital tools.
• Delivers exceptional client care and proactive follow-up with clients.

Skills

Sales experience

Communication skills

Relationship building

Time management

Problem solving

Notary commission

Education

High School Diploma or GED

Job description

Bank of America in Brooklyn, NY seeks a client-focused service associate to deepen relationships with individual and small business clients. You will uncover personal banking needs, offer suitable solutions, and connect clients to specialists for complex services.

You will drive client care through self-service enablement, outbound outreach, and consistent follow-up, while ensuring compliance and accurate execution of daily banking tasks.