Personal Banking & Small Business Advisor

Bank of America; Town of Bedford (NY); Vor Ort; USD 42.000 - 62.000; Vollzeit

Zusammenfassung

Bank of America is hiring to serve as the first point of contact for financial center clients, uncovering personal banking needs and offering suitable solutions. You will deepen client relationships through platform services, support self-service transactions, and ensure exceptional client care.

Expect outbound outreach and regular follow-up, collaborating with teams to provide consumer and small business solutions while maintaining compliance and delivering accurate service.

Qualifikationen

• 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, technology platforms, handle ambiguity and adapt to changing circumstances.

Aufgaben

• Partners with teams to provide financial center clients with consumer and small business solutions.
• Assists, educates, and trains clients on simple transactions through self-service technologies.
• Leverages available resources and processes to optimize client experience and operational excellence.
• Performs day-to-day activities such as opening accounts and maintenance in accordance with processes and guidelines.
• Manages client interactions by taking the best course of action for the bank and its clients.

Kenntnisse

Active Listening

Customer Focus

Oral Communications

Problem Solving

Time Management

Ausbildung

Associate or Bachelor's in business/finance

Tools

MS Office

CRM systems

Digital Banking tools

Jobbeschreibung

Bank of America is hiring to serve as the first point of contact for financial center clients, uncovering personal banking needs and offering suitable solutions. You will deepen client relationships through platform services, support self-service transactions, and ensure exceptional client care.

Expect outbound outreach and regular follow-up, collaborating with teams to provide consumer and small business solutions while maintaining compliance and delivering accurate service.