Role at a glance
- Salary
- Not Disclosed
- Location
- New York, United States
- Employment
- Full-time
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Role Summary
Engages clients in the financial center lobby, helps them use self-service banking, and processes cash transactions as needed. Discusses clients’ financial priorities and connects them with solutions to meet their needs.
What You'll Do
- Educate and assist clients with transactions through mobile banking, online banking, and ATMs.
- Process cash transactions accurately and efficiently as needed.
- Build client relationships and connect clients with solutions based on their financial needs.
- Manage financial center traffic, appointments, and outbound calls.
- Partner with experts in small business, lending, and investments.
- Follow established processes and guidelines and support operational excellence.
Generated from the employer's posting. Verify important details before applying.
View full postingQualifications
Client-focused, motivated, results-oriented self-starter with strong collaboration, communication, relationship-building, critical-thinking, and problem-solving skills. Able to learn new technology, educate clients on self-service banking, identify solutions based on client needs, manage time and capacity, and work weekends or extended hours and travel to nearby financial centers. Listed skills include adaptability, business acumen, customer and client focus, oral communications, account and client management, client solutions advisory, business development, prospecting, pipeline management, and referral identification and management.
Preferred
- Experience in financial services and knowledge of financial services industry, products and solutions.
- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
- Six months of cash handling experience.
- Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance.
Original job description
Content provided by the employer
Original job description
Content provided by the employer
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
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
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
Collaborates effectively to get things done, building and nurturing strong relationships
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
Is confident in identifying solutions for new and existing clients based on their needs
Communicates effectively and confidently and is comfortable engaging all clients
Has the ability to learn and adapt to new information and technology platforms
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
Applies strong critical thinking and problem-solving skills to meet clients' needs
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Efficiently manages time and capacity
Focuses on results while acting in the best interest of the client
Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
Desired Qualifications:
Experience in financial services and knowledge of financial services industry, products and solutions
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
Six months of cash handling experience
Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance
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
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)Hours Per Week:
40Pay Transparency details
US - NY - New York - 1066 Lexington Ave - 1066 LEXINGTON AVE BC (NY5164), US - NY - New York - 1100 Ave Of The Americas - Two Bryant Park (NY1540), US - NY - New York - 1275 LEXINGTON AVE (NY5198), US - NY - New York - 1330 1ST AVE - 72ND AND FIRST AVENUE BC (NY5341), US - NY - New York - 200 Park Ave - Grand Central Terminal (NY5146), US - NY - New York - 25 W 51St St (NY5175), US - NY - New York - 260 E 57th St - 57th And Second Ave (NY5385), US - NY - New York - 345 Park Ave (NY5125), US - NY - New York - 550 5th Ave - 550 Fifth Avenue (NY5373), US - NY - New York- 57 W 42nd Street-Two Bryant Park (NY5438), US - NY - New York - 675 3rd Ave (NY5172), US - NY - New York - 750 3rd Ave (NY5160), US - NY - New York - 989 3rd Ave - 59th And Third (NY5424)Pay and benefits informationPay range$25.00 - $26.77 hourly pay, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.About the company
Bank of America
Large Enterprise
Bank of America is a leading multinational banking and financial services corporation based in the United States. With a broad range of services including consumer banking, investment banking, asset management, and wealth management, it serves millions of customers across the globe. The company is committed to innovation and sustainability, aiming to deliver a seamless banking experience while fostering economic growth in the communities it serves. Bank of America's diverse workforce and inclusive culture support its goal of providing exceptional financial solutions tailored to meet the needs of individuals and businesses alike.