Relationship Banking Advisor

Bank of America

Morristown (NJ)

On-site

USD 35,000 - 45,000

Full time

3 days ago
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Job summary

Bank of America in Morristown, NJ is hiring for a client-focused position in a branch environment. You will engage clients in the lobby, educate on self-service tools, and process cash transactions while building relationships and driving the client experience.

The role emphasizes adherence to procedures, risk culture, and collaboration with specialists to meet clients' financial goals. Weekend or extended hours may be required.

Qualifications

  • Must be able to work weekends and/or extended hours.
  • Experience in financial services and knowledge of products and solutions.
  • Sales experience in salary plus incentive environment is a plus.
  • Cash handling experience 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 to serve clients and the bank.
  • Grows knowledge by partnering with experts in small business, lending, and investments.
  • Manages financial center traffic, appointments, and outbound calls.
  • Drives the client experience.
  • Manages cash responsibilities.

Skills

Self-starter
Relationship building
Effective communication
Adaptability
Problem solving
Time management
Sales aptitude
Weekend availability
Compliance

Education

Bachelor's degree
Business-related associate degree
High school diploma

Job description

Bank of America in Morristown, NJ is hiring for a client-focused position in a branch environment. You will engage clients in the lobby, educate on self-service tools, and process cash transactions while building relationships and driving the client experience.

The role emphasizes adherence to procedures, risk culture, and collaboration with specialists to meet clients' financial goals. Weekend or extended hours may be required.

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