Client Banking Advisor: Build Relationships & Solutions

ghr; Palm Coast (FL); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Benefits package

Career development opportunities

In-office culture

Job summary

Bank of America is seeking a client-focused associate to engage clients in the lobby, educate them on self-service options, and assist with transactions via mobile, online banking, or ATM. You will process cash transactions accurately and engage clients in dialogue to understand financial priorities and connect them with suitable solutions.

The role emphasizes meeting client needs through relationship-building, upholding risk controls, and collaborating with specialists in lending and

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates effectively to build relationships and deliver client value.
• Passion and drive to improve clients' financial lives and experiences.
• Able to identify solutions for new and existing clients based on needs.
• Excellent communication and comfort engaging all clients.

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, compliant with laws
• Grows knowledge by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls
• Drives the client experience and manages cash responsibilities

Skills

Self-starter

Client focus

Relationship building

Time management

Communication

Critical thinking

Adaptability

Learning agility

Tech savvy

Sales mindset

Education

Bachelor’s or Associate degree

Job description

Bank of America is seeking a client-focused associate to engage clients in the lobby, educate them on self-service options, and assist with transactions via mobile, online banking, or ATM. You will process cash transactions accurately and engage clients in dialogue to understand financial priorities and connect them with suitable solutions.

The role emphasizes meeting client needs through relationship-building, upholding risk controls, and collaborating with specialists in lending and