Relationship Banking Advisor

Bank of America; Town of Florida (NY); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America is hiring a front-line Client Service associate to engage clients in the lobby, educate them about self-service tools, and process cash transactions accurately.

The role emphasizes building relationships, understanding client financial needs, and connecting customers to suitable solutions while adhering to laws and bank policies. Employment requires flexibility for weekends/extended hours within a regional layout.

Qualifications

• Must be a current Year Up Intern.
• Enthusiastic self-starter with strong work ethic and results focus.
• Able to collaborate to achieve client outcomes and build relationships.
• Confident in identifying solutions for client needs and comfortable engaging clients.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes and guidelines to act in the best interest of clients and the bank, compliant with laws and regulations.
• Grows business knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls to support client experience.
• Drives client experience and manages cash responsibilities.

Skills

Relationship Building

Client Management

Sales Skills

Problem Solving

Adaptability

Education

Bachelor's or business-related Associate's Degree

Job description

Bank of America is hiring a front-line Client Service associate to engage clients in the lobby, educate them about self-service tools, and process cash transactions accurately.

The role emphasizes building relationships, understanding client financial needs, and connecting customers to suitable solutions while adhering to laws and bank policies. Employment requires flexibility for weekends/extended hours within a regional layout.