Client Banking Advisor

94-1687665 Bank of America, National Association; Lake Park (FL); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America is seeking a client-focused banking professional in Florida to engage clients in-branch, educate on self-service options, and process cash transactions accurately. You will build relationships, understand clients’ financial priorities, and connect them with suitable solutions while maintaining adherence to policies and regulatory requirements.

The role requires strong communication, problem-solving, and the ability to work weekends or extended hours if needed.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates effectively to build relationships and get things done.
• Passion, commitment and drive to improve clients' financial lives.
• Able to identify solutions for new and existing clients based on their needs.
• Confident in communicating and engaging all clients.
• Able to learn and adapt to new information and technology platforms.
• Educates clients on self-service banking (ATM/online/mobile).
• Applies strong critical thinking and problem-solving skills.
• Follows established processes and adheres to laws and regulations.
• Efficient time management and capacity handling.
• Willing to work weekends and/or extended hours within reasonable distance.

Responsibilities

• Engages clients in the lobby to educate and assist with self-service transactions.
• Process cash transactions accurately and efficiently for clients.
• Develops deep conversations to understand financial priorities and connects clients to solutions.
• Builds relationships to meet clients' financial needs.
• Drives the client experience and supports branch goals.
• Manages cash responsibilities and cash handling as needed.

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communication

Problem Solving

Account Management

Client Experience

Client Management

Relationship Building

Business Development

Referral Management

Education

Bachelor's or Associate’s in Business/Finance

Job description

Bank of America is seeking a client-focused banking professional in Florida to engage clients in-branch, educate on self-service options, and process cash transactions accurately. You will build relationships, understand clients’ financial priorities, and connect them with suitable solutions while maintaining adherence to policies and regulatory requirements.

The role requires strong communication, problem-solving, and the ability to work weekends or extended hours if needed.