Relationship Banking Advisor

Bank of America; Town of New Paltz (NY); On-site; USD 23,000 - 29,000; Full time

Job summary

Bank of America in New York's Town of New Paltz area is seeking a customer-focused representative to engage clients in the lobby and educate them on self-service options such as mobile and online banking. You will accurately process cash transactions and build lasting relationships to meet financial goals.

In this role you will deepen product knowledge across small business, lending and investments, manage center traffic and outbound calls, and collaborate with teammates to deliver a superior

Qualifications

• High School Diploma or GED required.
• Bachelor's or related business degree preferred.
• Experience in financial services 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 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

Communication skills

Problem solving

Sales orientation

Time management

Adaptability

Team collaboration

Education

High School Diploma or GED

Bachelor's / Associate's Degree in Business/Finance

Job description

Bank of America in New York's Town of New Paltz area is seeking a customer-focused representative to engage clients in the lobby and educate them on self-service options such as mobile and online banking. You will accurately process cash transactions and build lasting relationships to meet financial goals.

In this role you will deepen product knowledge across small business, lending and investments, manage center traffic and outbound calls, and collaborate with teammates to deliver a superior