Client Banking & Relationship Advisor

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

Job summary

Bank of America in the United States is seeking a customer-focused in-branch associate to educate clients on self-service options, process transactions accurately, and build relationships that support their financial goals.

You will manage cash responsibilities, schedule appointments, and connect clients with banking solutions while following regulatory guidelines and delivering an exceptional client experience.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion and drive to deliver an experience that improves our clients' financial lives.
• Confident in identifying solutions for new and existing clients based on their needs.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Learns and adapts to new information and technology platforms.
• Confident educating clients on how to conduct simple banking transactions via self-service channels.
• Applies strong critical thinking and problem-solving skills to meet clients' needs.
• Follows established processes and guidelines and adheres to laws and regulations.
• Efficiently manages time and capacity; focuses on results in clients' best interests.

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 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 and manages cash responsibilities.

Skills

Adaptability

Customer focus

Problem solving

Relationship building

Account management

Client experience

Client solutions advisory

Pipeline management

Prospecting

Referral identification

Referral management

Oral communications

Business acumen

Client management

Education

High School Diploma / GED

Bachelor's degree or business-relevant Associate’s Degree

Job description

Bank of America in the United States is seeking a customer-focused in-branch associate to educate clients on self-service options, process transactions accurately, and build relationships that support their financial goals.

You will manage cash responsibilities, schedule appointments, and connect clients with banking solutions while following regulatory guidelines and delivering an exceptional client experience.