Senior Client Banking Advisor

Bank of America; Merrick (NY); On-site; USD 3,578,000 - 4,374,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Job summary

Bank of America is seeking a client-focused associate to serve as the first point of contact for financial center clients, uncover personal banking needs, and connect them with specialists. You will deepen relationships through platform services and support clients with self-service or transactional activities.

The role emphasizes outbound calls, consistent follow-up, and delivering exceptional care while meeting regulatory requirements and using digital tools to enhance the client experience.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Strong work ethic with drive to deliver results and act in the client's best interest.
• Able to build and nurture relationships and work effectively with teammates.

Responsibilities

• Partners with teams to provide consumer and small business solutions.
• Educates clients on self-service transactions and digital tools.
• Optimizes client experience using available resources and processes for accuracy.
• Follows regulatory requirements and processes for opening accounts and maintenance.

Skills

Active Listening

Customer Focus

Relationship Building

Oral Communications

Problem Solving

Time Management

Sales Mindset

Education

High School Diploma or GED

Associates degree preferred

Tools

MS Office

CRM systems

Job description

Bank of America is seeking a client-focused associate to serve as the first point of contact for financial center clients, uncover personal banking needs, and connect them with specialists. You will deepen relationships through platform services and support clients with self-service or transactional activities.

The role emphasizes outbound calls, consistent follow-up, and delivering exceptional care while meeting regulatory requirements and using digital tools to enhance the client experience.