Personal Banking & Solutions Advisor

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

Job summary

Bank of America in New Jersey is seeking a client-centered associate to educate clients in the lobby and assist with transactions via self-service tools. You will handle cash, manage center flow, and connect clients to suitable financial solutions.

The role emphasizes building relationships to meet client needs while adhering to regulatory guidelines and standards. The position requires strong communication, the ability to learn new systems, and a weekend/extended hours availability with travel

Qualifications

• High school diploma or GED required.
• Sales experience in a financial setting a plus.
• Cash handling experience preferred.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions via self-service resources.
• Process cash transactions accurately and efficiently for clients.
• Build relationships to meet client financial needs and goals.
• Follow processes and comply with laws and regulations.
• Manage center traffic, appointments, and outbound calls.
• Support client experience and connect clients to solutions.

Skills

Customer Focus

Relationship Building

Sales Experience

Cash Handling

Problem Solving

Communication

Education

High School Diploma / GED

Bachelor's or related Associate’s Degree

Job description

Bank of America in New Jersey is seeking a client-centered associate to educate clients in the lobby and assist with transactions via self-service tools. You will handle cash, manage center flow, and connect clients to suitable financial solutions.

The role emphasizes building relationships to meet client needs while adhering to regulatory guidelines and standards. The position requires strong communication, the ability to learn new systems, and a weekend/extended hours availability with travel