Relationship Banker: Client Advisor & Cash Services

Bank of America; City of Auburn (NY); On-site; USD 34,000 - 37,000; Full time

Job summary

Bank of America is seeking a client-focused associate to greet and assist customers in the lobby, guiding them through self-service options like mobile and online banking. You will handle cash transactions, build relationships, and identify solutions aligned with clients' financial goals, while adhering to regulatory requirements.

This role requires strong communication, adaptability, and the ability to manage time and core banking processes.

Qualifications

• Experience in financial services or sales is advantageous.
• Strong interpersonal and listening skills.
• Ability to explain banking options and guide customers.
• Familiarity with self-service banking platforms is helpful.
• Cash handling and basic numeric proficiency expected.

Responsibilities

• Engage clients in the lobby to educate and assist with self-service banking.
• Process cash transactions accurately and efficiently.
• Develop conversations to understand clients' financial priorities and connect to solutions.
• Build relationships and grow business knowledge by collaborating with experts.
• Manage center traffic, appointments, and outbound calls to enhance the client experience.
• Adhere to laws, regulations, and defined processes in daily activities.

Skills

Customer Focus

Relationship Building

Communication

Problem Solving

Sales Orientation

Time Management

Adaptability

Technology Proficiency

Attention to Detail

Education

High School Diploma

Job description

Bank of America is seeking a client-focused associate to greet and assist customers in the lobby, guiding them through self-service options like mobile and online banking. You will handle cash transactions, build relationships, and identify solutions aligned with clients' financial goals, while adhering to regulatory requirements.

This role requires strong communication, adaptability, and the ability to manage time and core banking processes.