Personal Banking & Solutions Advisor

Bank of America; Town of East Hampton (NY); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is seeking a customer-focused associate to engage clients in the lobby, educate on self-service banking, and process cash transactions accurately. You will build relationships, guide clients toward financial solutions, and collaborate with specialists in lending, investments, and small business to meet client goals.

The role emphasizes risk discipline, adherence to laws, and delivering a superior client experience in an office-based setting.

Qualifications

• High School Diploma or GED required.
• Bachelor's Degree or business-related Associate’s Degree preferred.

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 to act in the client's and bank's best interests.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls.
• Drives the client experience and manages cash responsibilities.

Skills

Adaptability

Customer Focus

Problem Solving

Relationship Building

Pipeline Management

Client Solutions Advisory

Account Management

Client Experience Branding

Client Management

Business Development

Prospecting

Oral Communications

Education

Bachelor's Degree or business-related Associate’s Degree

High School Diploma or GED

Job description

Bank of America is seeking a customer-focused associate to engage clients in the lobby, educate on self-service banking, and process cash transactions accurately. You will build relationships, guide clients toward financial solutions, and collaborate with specialists in lending, investments, and small business to meet client goals.

The role emphasizes risk discipline, adherence to laws, and delivering a superior client experience in an office-based setting.