Client Banking Advisor & Relationship Specialist

Bank of America Corporation; Bradenton (FL); On-site; USD 32,000 - 52,000; Full time

Job summary

Bank of America Corporation in Bradenton, FL is seeking a Customer Service Associate to engage clients in the lobby and educate on self-service options like mobile, online banking, and ATM transactions. You will process cash transactions accurately and build relationships to understand clients’ financial needs.

The role emphasizes strong communication, adherence to laws and regulations, and delivering a high-quality client experience.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates effectively to build strong client relationships.
• Passion and drive to improve clients' financial lives.
• Able to identify solutions for new and existing clients.
• Communicates effectively with all clients.
• Learns new information and technology platforms quickly.
• Educates clients on self-service banking (ATM/online/mobile).
• Applies strong critical thinking and problem-solving skills.
• Follows processes and adheres to laws and regulations.
• Manages time and capacity efficiently.
• Willing to work weekends/extended hours across locations.

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 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

Relationship Building

Client Experience

Client Management

Education

High School Diploma / GED

Bachelor’s or related Associate’s Degree

Job description

Bank of America Corporation in Bradenton, FL is seeking a Customer Service Associate to engage clients in the lobby and educate on self-service options like mobile, online banking, and ATM transactions. You will process cash transactions accurately and build relationships to understand clients’ financial needs.

The role emphasizes strong communication, adherence to laws and regulations, and delivering a high-quality client experience.