Relationship Banking Advisor

ghr; New York (NY); On-site; USD 42,000 - 54,000; Full time

Job summary

Bank of America is seeking an energetic Customer Service Associate to greet clients in the lobby, educate them on self-service options, and assist with transactions. You will handle cash activities, assess client needs, and connect them with suitable banking solutions in a compliant, customer-focused manner.

This role requires strong communication, adaptability, and the ability to work within a team to deliver an exceptional client experience across a dynamic banking environment.

Qualifications

• Adaptability and problem-solving skills to deliver client solutions.
• Strong communication and relationship-building abilities.
• Customer-focused approach to banking interactions.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Engage clients in the lobby to educate and assist with self-service transactions.
• Process cash transactions accurately and efficiently.
• Build relationships to meet clients' financial needs and connect them to appropriate solutions.
• Follow established processes and guidelines to ensure compliance and client service quality.
• Support cash handling and client experience to drive trust and loyalty.

Skills

Adaptability

Problem Solving

Client Focus

Oral Communications

Relationship Building

Education

Bachelor's Degree

Business-related Associate's Degree

Job description

Bank of America is seeking an energetic Customer Service Associate to greet clients in the lobby, educate them on self-service options, and assist with transactions. You will handle cash activities, assess client needs, and connect them with suitable banking solutions in a compliant, customer-focused manner.

This role requires strong communication, adaptability, and the ability to work within a team to deliver an exceptional client experience across a dynamic banking environment.