Client Banking Advisor — Relationship & Solutions

Bank of America; Florida; On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America is seeking a role focused on educating clients and assisting with transactions via self-service channels while delivering a high-quality client experience. The position emphasizes building trusted relationships, understanding clients' financial goals, and connecting them to suitable solutions.

Strong interpersonal and problem-solving skills are essential. The role requires a proactive, customer-focused approach, flexibility to work varying shifts including weekends, and the

Qualifications

• Strong interpersonal and communication skills with a client-focused approach.
• Proven ability to build and nurture relationships while meeting sales goals.
• Comfort with learning new information and technology platforms.

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 to do what is right for clients and the bank
• Grows business knowledge 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 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

High School Diploma / GED / Secondary School or equivalent

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

Job description

Bank of America is seeking a role focused on educating clients and assisting with transactions via self-service channels while delivering a high-quality client experience. The position emphasizes building trusted relationships, understanding clients' financial goals, and connecting them to suitable solutions.

Strong interpersonal and problem-solving skills are essential. The role requires a proactive, customer-focused approach, flexibility to work varying shifts including weekends, and the