Client Banking Advisor

Bank of America Corporation

Weeki Wachee (FL)

On-site

USD 21,000 - 30,000

Full time

Just now
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Job summary

Bank of America is seeking a customer service associate to engage clients in the lobby, educate them on self-service options, and process cash transactions accurately. You will learn client needs, connect them to appropriate solutions, and support a strong client experience in a busy financial center.

The role requires strong communication, relationship-building, and a results-driven mindset, with weekend and extended hours as needed.

Qualifications

  • Energetic self-starter with strong work ethic and results focus.
  • Excellent relationship-building and client-service skills.
  • Ability to learn and adapt to new information and technology platforms.

Responsibilities

  • Engage clients in the lobby to educate and assist with transactions.
  • Process cash transactions accurately and efficiently.
  • Develop deep conversations to understand client financial goals and connect to solutions.
  • Build relationships to meet clients' financial needs and drive the client experience.
  • Manage center traffic, appointments, and outbound calls.

Skills

Adaptability
Customer Focus
Problem Solving
Relationship Building
Communication
Time Management
Sales Orientation

Education

Bachelor's Degree or business-relevant Associate’s Degree
High School Diploma / GED

Job description

Bank of America is seeking a customer service associate to engage clients in the lobby, educate them on self-service options, and process cash transactions accurately. You will learn client needs, connect them to appropriate solutions, and support a strong client experience in a busy financial center.

The role requires strong communication, relationship-building, and a results-driven mindset, with weekend and extended hours as needed.

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