Client Banking Advisor - Relationship & Solutions

Bank of America Corporation; Florida; On-site; USD 38,000 - 52,000; Full time

Job summary

Bank of America Corporation is seeking a customer service-focused professional to engage clients in the lobby, educate on self-service banking, and process cash transactions accurately. The role emphasizes building relationships, understanding financial goals, and connecting clients to suitable banking solutions while adhering to laws and internal guidelines.

Responsibilities include managing center traffic, driving client experience, and collaborating with experts in lending and investments.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates to build relationships and deliver client value.
• Is confident in identifying solutions for client needs.
• Educates clients on banking self-service options.

Responsibilities

• Executes risk culture and aims for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes to do what is right for clients and the bank.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls.
• 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

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America Corporation is seeking a customer service-focused professional to engage clients in the lobby, educate on self-service banking, and process cash transactions accurately. The role emphasizes building relationships, understanding financial goals, and connecting clients to suitable banking solutions while adhering to laws and internal guidelines.

Responsibilities include managing center traffic, driving client experience, and collaborating with experts in lending and investments.