Banking Solutions & Relationship Advisor

94-1687665 Bank of America, National Association; Lake Worth (TX); Presencial; USD 21.000 - 26.000; Jornada completa

Descripción de la vacante

Bank of America Corporation is seeking a frontline client associate to educate clients in the lobby and assist with transactions using self-service channels. The role emphasizes deep client conversations to uncover financial priorities and connect clients to suitable solutions.

You will handle cash, manage center traffic, and drive a positive client experience while adhering to regulatory requirements. The ideal candidate is an enthusiastic self-starter with a service mindset, capable of

Formación

• Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates effectively to build and nurture relationships.
• Passion and drive to improve clients' financial lives.
• Able to learn and adapt to new information and technology platforms.
• Confident educating clients on self-service banking tools.

Responsabilidades

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes and guidelines, ensuring compliance with laws and regulations.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls.
• Drives the client experience.
• Manages cash responsibilities.

Conocimientos

Adaptability

Business Acumen

Client Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions

Relationship Building

Business Development Pipeline

Prospecting Referrals

Educación

Bachelor's Degree

Associate’s Degree

Descripción del empleo

Bank of America Corporation is seeking a frontline client associate to educate clients in the lobby and assist with transactions using self-service channels. The role emphasizes deep client conversations to uncover financial priorities and connect clients to suitable solutions.

You will handle cash, manage center traffic, and drive a positive client experience while adhering to regulatory requirements. The ideal candidate is an enthusiastic self-starter with a service mindset, capable of