Client Banking Advisor: Build Relationships & Solve Needs

Bank of America; West Palm Beach (FL); On-site; USD 42,000 - 62,000; Full time

Job summary

Bank of America in the United States seeks a customer-focused associate to assist lobby clients with transactions and self-service options like mobile and online banking. You will efficiently process cash transactions and engage clients to understand their financial goals.

The role emphasizes building relationships, following procedures, and collaborating with experts in small business, lending, and investments to meet client needs.

Qualifications

• Spanish language required.
• Weekend and/or extended hours availability may be required.
• Strong work ethic with the ability to deliver a client-first experience.

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 Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

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

Job description

Bank of America in the United States seeks a customer-focused associate to assist lobby clients with transactions and self-service options like mobile and online banking. You will efficiently process cash transactions and engage clients to understand their financial goals.

The role emphasizes building relationships, following procedures, and collaborating with experts in small business, lending, and investments to meet client needs.