Relationship Banker - South Manhattan NY Area *Bilingual Mandarin required

National Black MBA Association; New York (NY); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading financial institution seeks a Client Engagement Associate in New York City. In this role, you will assist clients with transactions, build relationships, and deliver outstanding service. The position requires strong communication skills and a passion for improving clients' financial lives. Join a workplace committed to inclusivity and growth!

Qualifications

• Enthusiastic self-starter with results-oriented mindset.
• Effective collaborator with strong relationship skills.
• Ability to learn and adapt to banking technologies.

Responsibilities

• Engage clients to educate and assist with transactions.
• Process cash transactions accurately and efficiently.
• Build relationships to meet financial needs.

Skills

Adaptability

Business Acumen

Customer Focus

Communication

Problem Solving

Account Management

Client Experience

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor’s Degree or relevant Associate’s Degree

Job description

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and making an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and appropriate flexibility based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Responsibilities:

• Engage clients in the lobby to educate and assist with transactions through self-service resources (mobile banking, online banking, ATM).
• Accurately and efficiently process cash transactions.
• Engage in deep conversations with clients to understand financial and life priorities and connect them to suitable solutions.
• Follow established processes and guidelines, adhering to laws and regulations.
• Build relationships with clients to meet their financial needs.
• Partner with experts in small business, lending, and investments to grow business knowledge and network.
• Manage financial center traffic, appointments, and outbound calls effectively.
• Drive the client experience and manage cash responsibilities.

Required Qualifications:

• Enthusiastic, motivated self-starter with a strong work ethic and results-oriented mindset.
• Effective collaborator capable of building strong relationships.
• Passionate about improving clients’ financial lives.
• Confident in identifying solutions for clients based on their needs.
• Effective communicator, comfortable engaging with all clients.
• Ability to learn and adapt to new information and technology platforms.
• Confident in educating clients on banking transactions via self-service technologies.
• Strong critical thinking and problem-solving skills.
• Adherence to processes and regulations.
• Efficient time and capacity management.
• Flexible to work weekends and extended hours as needed.

Desired Qualifications:

• Experience in financial services and knowledge of industry products.
• Successful sales experience with individual sales goals.
• Cash handling experience.
• Bachelor’s Degree or relevant Associate’s Degree.

Skills:

• Adaptability, Business Acumen, Customer Focus, Communication, Problem Solving, Account Management, Client Experience, Relationship Building, Business Development, Pipeline Management, Prospecting, Referral Management.

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift: 1st shift (United States of America)

Hours Per Week: 40

Pay Range: $24.00 - $26.27 hourly, based on experience, education, and skills. This role offers a base salary and is benefits eligible.