Client Banking Advisor

Bank of America Corporation; Florida; On-site; USD 32,000 - 52,000; Full time

Job summary

Bank of America Corporation is seeking a Client Service Associate to engage clients in the lobby, educate them on self-service options, and process cash transactions efficiently. You’ll gain in-depth knowledge of client needs and connect customers to banking solutions to support their financial goals.

The role emphasizes building relationships, driving the client experience, and collaborating with specialists in lending, investments, and small business services.

Qualifications

• Enthusiastic, self-starter with a strong work ethic and results focus, acting in the best interest of the client.
• Collaborates effectively to build and nurture relationships with clients.
• Confident in identifying solutions for client needs and advising on banking options.
• Strong communication skills and comfort engaging all clients, including weekends or extended hours.

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, complying with laws and regulations.
• Grows business knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience and manages cash responsibilities.

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

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor’s Degree or business-relevant Associate’s Degree (business management, business administration or finance)

Job description

Bank of America Corporation is seeking a Client Service Associate to engage clients in the lobby, educate them on self-service options, and process cash transactions efficiently. You’ll gain in-depth knowledge of client needs and connect customers to banking solutions to support their financial goals.

The role emphasizes building relationships, driving the client experience, and collaborating with specialists in lending, investments, and small business services.