Relationship Banking Advisor

Bank of America; Town of Florida (NY); On-site; USD 34,000 - 36,000; Full time

Job summary

Bank of America is seeking a front-line banking professional in the United States to engage clients in the lobby, educate them on self-service options, and assist with transactions. The role emphasizes building relationships, identifying needs, and connecting clients to appropriate financial solutions.

Responsibilities include processing cash transactions, managing center traffic, and maintaining compliance with laws and internal guidelines.

Qualifications

• 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.

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

Customer Focus

Relationship Building

Communication

Sales

Cash Handling

Education

High School Diploma / GED

Business-related Associate’s Degree

Bachelor’s Degree

Job description

Bank of America is seeking a front-line banking professional in the United States to engage clients in the lobby, educate them on self-service options, and assist with transactions. The role emphasizes building relationships, identifying needs, and connecting clients to appropriate financial solutions.

Responsibilities include processing cash transactions, managing center traffic, and maintaining compliance with laws and internal guidelines.