Client Banking Advisor – Build Financial Lives

Bank of America; Boca Raton (FL); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America in Florida is hiring for a client-focused role in our financial center. You will engage clients in the lobby, educate them on self-service options, and process cash transactions accurately while building trusted relationships.

Responsibilities include managing center traffic, appointments, and outreach calls, and collaborating with experts in small business, lending, and investments to meet client goals. Strong communication and weekend availability are required.

Qualifications

• Enthusiastic, highly motivated self-starter focused on results and client interests.
• Collaborates effectively to build relationships and get things done.
• Passionate about delivering experiences that improve clients’ financial lives.
• Able to identify solutions for new and existing clients based on their needs.
• Confident in communicating and engaging with all clients.
• Capable of learning new information and technology platforms.
• Educates clients on using self-service banking (ATM, online, mobile).
• Strong problem-solving and critical-thinking skills to meet client needs.
• Adheres to policies and regulations while serving clients.
• Able to work weekends and at different centers within a reasonable distance.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes and guidelines to do what is right for clients and the bank.
• Grows business knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls effectively.
• Drives the client experience.
• Manages cash responsibilities.

Skills

Adaptability

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Client Management

Client Experience

Prospecting

Referral Management

Education

High School Diploma

Job description

Bank of America in Florida is hiring for a client-focused role in our financial center. You will engage clients in the lobby, educate them on self-service options, and process cash transactions accurately while building trusted relationships.

Responsibilities include managing center traffic, appointments, and outreach calls, and collaborating with experts in small business, lending, and investments to meet client goals. Strong communication and weekend availability are required.