Relationship Banking Advisor

Bank of America Corporation; Sunnyside (NY); Presencial; USD 42.000 - 55.000; Jornada completa

Descripción de la vacante

Bank of America Corporation is seeking a client-centric associate to educate clients in the lobby and assist with transactions via self-service options. You will process cash transactions accurately, engage in in-depth discussions to understand financial priorities, and connect clients with suitable solutions to meet their goals.

The role emphasizes building relationships, delivering a superior client experience, and adhering to laws and internal guidelines.

Formación

• Strong work ethic with results focus.
• Effective communication and relationship-building skills.
• Willingness to learn and adapt to new technology platforms.
• Ability to learn self-service banking transactions and assist clients.
• Comfort working weekends and at various centers as needed.
• Familiarity with financial services products is a plus.

Responsabilidades

• Educate and assist clients in the lobby with transactions via self-service resources.
• Accurately process cash transactions and handle cash responsibilities.
• Engage clients in deep conversations to understand financial priorities and goals.
• Connect clients to solutions that meet their financial needs.
• Build relationships and drive a positive client experience.
• Follow processes, guidelines, and regulatory requirements in daily activities.
• Manage center traffic, appointments, and outbound calls effectively.

Conocimientos

Adaptability

Business Acumen

Customer 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

Educación

High School Diploma or GED

Descripción del empleo

Bank of America Corporation is seeking a client-centric associate to educate clients in the lobby and assist with transactions via self-service options. You will process cash transactions accurately, engage in in-depth discussions to understand financial priorities, and connect clients with suitable solutions to meet their goals.

The role emphasizes building relationships, delivering a superior client experience, and adhering to laws and internal guidelines.