Relationship Banking & Financial Solutions Advisor

Bank of America; New York (NY); On-site; USD 38,000 - 52,000; Full time

Job summary

Bank of America in New York seeks a customer-focused Financial Services Associate who engages clients in the lobby and guides them through self-service options, cash handling, and routine transactions. The role emphasizes building relationships, following procedures, and supporting clients' financial goals.

You will work with colleagues across small business, lending, and investments, manage center traffic, and contribute to a positive client experience while meeting compliance and regulatory

Qualifications

• Strong work ethic and results-driven with client-first mindset.
• Effective collaboration and relationship-building.
• Passion and drive to improve clients' financial lives.
• Ability to identify solutions for clients' needs.
• Excellent communication and client engagement.
• Willingness to learn new technology platforms.
• Experience with cash handling is a plus.
• Willingness to work weekends and travel to centers as needed.

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 to do what is right for clients and the bank, adhering to 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 and ensures quality service.

Skills

Adaptability

Business Acumen

Customer and Client 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

Education

Bachelor's Degree or business-related associate’s degree

Job description

Bank of America in New York seeks a customer-focused Financial Services Associate who engages clients in the lobby and guides them through self-service options, cash handling, and routine transactions. The role emphasizes building relationships, following procedures, and supporting clients' financial goals.

You will work with colleagues across small business, lending, and investments, manage center traffic, and contribute to a positive client experience while meeting compliance and regulatory