Relationship Banking Advisor

Bank of America; Manhasset (NY); On-site; USD 25,000 - 32,000; Full time

Job summary

Bank of America is seeking an in-office Client Service Associate to engage clients in the lobby, educate on self-service banking options, and process transactions accurately and efficiently. You will build relationships, understand clients' financial priorities, and connect them with suitable solutions while adhering to laws and bank guidelines.

The role requires strong communication, attention to detail, and ability to work with teams across small business, lending, and investments.

Qualifications

• High school-level education required; degrees may be preferred depending on role.
• Experience in financial services and sales experience desirable.
• Cash handling experience beneficial.

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 Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance

Job description

Bank of America is seeking an in-office Client Service Associate to engage clients in the lobby, educate on self-service banking options, and process transactions accurately and efficiently. You will build relationships, understand clients' financial priorities, and connect them with suitable solutions while adhering to laws and bank guidelines.

The role requires strong communication, attention to detail, and ability to work with teams across small business, lending, and investments.