Relationship Banker: Client Advisor & Cash Specialist

Bank of America; New York (NY); On-site; USD 35,000 - 52,000; Full time

Job summary

Bank of America is seeking a front-line partner to engage clients in the lobby, educate them on self-service banking options, and accurately process cash transactions. You will build relationships and connect clients to solutions that help meet their financial goals.

This role emphasizes delivering a high-quality client experience, adhering to policies and laws, and supporting colleagues across the financial center. Weekend and extended hours may be required.

Qualifications

• High School Diploma or GED required.
• Bachelor's Degree or business-related Associate’s Degree preferred.
• Experience in financial services is a plus.

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 in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Grows business knowledge and network by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience.
• Manages cash responsibilities.

Skills

Adaptability

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development Pipeline

Prospecting

Referral Identification

Referral Management

Education

Bachelor's Degree

Associate's Degree

Job description

Bank of America is seeking a front-line partner to engage clients in the lobby, educate them on self-service banking options, and accurately process cash transactions. You will build relationships and connect clients to solutions that help meet their financial goals.

This role emphasizes delivering a high-quality client experience, adhering to policies and laws, and supporting colleagues across the financial center. Weekend and extended hours may be required.