Senior Banker — Flushing NY: Expert in Client Relationships

Bank of America

New York (NY)

On-site

USD 42,000 - 65,000

Full time

14 days+
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Job summary

Bank of America is seeking a client-focused associate to be the first point of contact for financial center clients, guiding personal banking solutions and connecting customers to specialists. You will drive service excellence by aiding self-service and in-branch transactions while building trust through clear communication.

This role emphasizes outbound client outreach, relationship building, and adherence to regulatory requirements.

Qualifications

  • Bilingual Mandarin required.
  • Minimum of one year demonstrated sales experience in a client-centric environment.
  • Strong work ethic with results focus and client advocacy.
  • Commissioned notary or ability to obtain within months of start date.
  • Willingness to work weekends and extended hours as needed.
  • Able to learn new information and adapt to changes.

Responsibilities

  • Serve as first point of contact for financial center clients, uncovering personal banking needs.
  • Assist, educate, and train clients on self-service technologies and simple transactions.
  • Leverage resources to optimize client experience and ensure operational excellence.
  • Open accounts, perform maintenance, and support Digital Assisted Shopping per guidelines.
  • Manage client interactions and comply with regulatory requirements.

Skills

Active Listening
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

Associate's or Bachelor's degree in business/finance
High School Diploma / GED

Tools

Microsoft Office

Job description

Bank of America is seeking a client-focused associate to be the first point of contact for financial center clients, guiding personal banking solutions and connecting customers to specialists. You will drive service excellence by aiding self-service and in-branch transactions while building trust through clear communication.

This role emphasizes outbound client outreach, relationship building, and adherence to regulatory requirements.

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