Relationship Banker | NYC Market & Client Solutions

NBMBAA; New York (NY); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Job summary

Bank of America in New York is seeking a Customer Service Associate to engage clients in the lobby, educate on self-service options, and process cash transactions. You will build relationships, connect clients to financial solutions, and uphold compliance across operations.

Responsibilities include managing center traffic, appointments, and outbound calls while delivering excellent client experiences. This role requires strong communication, problem solving, and willingness to work

Qualifications

• Minimum education requirement is high school diploma or equivalent
• Shift is 1st shift in the United States with 40 hours per week
• Role requires weekend/extended hours and ability to work at multiple NYC centers

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 by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience and 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 Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in New York is seeking a Customer Service Associate to engage clients in the lobby, educate on self-service options, and process cash transactions. You will build relationships, connect clients to financial solutions, and uphold compliance across operations.

Responsibilities include managing center traffic, appointments, and outbound calls while delivering excellent client experiences. This role requires strong communication, problem solving, and willingness to work