Client Banking Advisor

Bank of America Corporation; Florida; On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America Corporation is seeking an in‑person client service professional to engage clients in the lobby, educate them on self‑service options, and process cash transactions accurately. You will build relationships, discuss financial goals, and connect clients with solutions across banking products.

The role emphasizes strong customer service, adherence to regulations, and ability to work weekends or extended hours as needed at multiple financial centers within a reasonable distance.

Qualifications

• Experience in financial services or sales is a plus.
• Ability to learn and use new banking platforms and technology.
• Strong customer service and problem-solving skills.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions through self-service resources.
• Process cash transactions accurately and efficiently as needed.
• Develop deep conversations to understand clients' financial goals and connect them to solutions.

Skills

Adaptability

Business Acumen

Customer 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

High School Diploma / GED

Job description

Bank of America Corporation is seeking an in‑person client service professional to engage clients in the lobby, educate them on self‑service options, and process cash transactions accurately. You will build relationships, discuss financial goals, and connect clients with solutions across banking products.

The role emphasizes strong customer service, adherence to regulations, and ability to work weekends or extended hours as needed at multiple financial centers within a reasonable distance.