Client Banking Experience Advisor

Bank of America; Saint Petersburg (FL); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America is seeking a client-focused associate to engage customers in the lobby, educate on self-service options like online/mobile banking, and accurately process cash transactions. You will identify client needs and connect them to banking solutions to support their financial goals.

The role requires strong communication, relationship-building, and the ability to work weekends or extended hours as needed within a US-based financial center.

Qualifications

• Enthusiastic self-starter with strong work ethic and results orientation.
• Collaborates to build relationships and deliver client value.
• Strong communication and confidence in engaging clients.
• Ability to learn and adapt to new information and technology.
• Explains simple banking transactions via self-service tools.

Responsibilities

• Engages clients in the lobby to educate and assist with self-service banking.
• Process cash transactions accurately and efficiently.
• Builds client relationships to meet financial needs and goals.
• Adheres to laws, regulations, and bank guidelines.
• Manages center traffic, appointments, and outbound calls.
• Drives the client experience and supports cross-functional teams.
• Communicates and collaborates with experts in lending, small business, and investments.

Skills

Adaptability

Business Acumen

Client Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Client Management

Client Solutions

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma

Bachelor's/Associate Degree

Job description

Bank of America is seeking a client-focused associate to engage customers in the lobby, educate on self-service options like online/mobile banking, and accurately process cash transactions. You will identify client needs and connect them to banking solutions to support their financial goals.

The role requires strong communication, relationship-building, and the ability to work weekends or extended hours as needed within a US-based financial center.