Client Banking Advisor

Bank of America Corporation; Lutz (FL); On-site; USD 21,000 - 26,000; Full time

Job summary

Bank of America in Florida is hiring for a Customer Service Associate to engage clients in the lobby, educate on self-service banking, and process transactions accurately. You will build relationships and connect clients to solutions that meet financial goals.

You should be results-driven, able to work weekends, and comfortable with cash handling and using online/mobile banking tools. Training and advancement opportunities are provided.

Qualifications

• Bachelor’s Degree or business-relevant Associate’s Degree such as business management, business administration or finance

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

Skills

Adaptability

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory Relationship

Business Development Pipeline

Prospecting Referral Identification

Education

Bachelor’s Degree or business-relevant Associate’s Degree such as business management, business administration or finance

Job description

Bank of America in Florida is hiring for a Customer Service Associate to engage clients in the lobby, educate on self-service banking, and process transactions accurately. You will build relationships and connect clients to solutions that meet financial goals.

You should be results-driven, able to work weekends, and comfortable with cash handling and using online/mobile banking tools. Training and advancement opportunities are provided.