Client Banking & Solutions Advisor

Bank of America; Orange Park (FL); On-site; USD 34,000 - 46,000; Full time

Job summary

Bank of America is seeking a customer-facing associate to educate clients on mobile, online, and ATM self-service options while processing cash transactions with accuracy and care. You will build trusted relationships, understand clients' financial goals, and guide them to suitable solutions in a fast-paced, in-branch environment.

The role emphasizes delivering an excellent client experience, adherence to laws and policies, and collaboration with specialists in lending and investments.

Qualifications

• Must be enthusiastic and self-motivated to help clients.
• Able to learn and navigate banking platforms.
• Capable of balancing cash handling with accuracy.
• Willing to work weekends and extend hours as needed.

Responsibilities

• Engage clients in lobby and educate on self-service resources.
• Process cash transactions accurately and efficiently.
• Build relationships to meet clients' financial needs.
• Follow bank policies and regulatory guidelines.
• Manage center traffic, appointments, and outbound calls.
• Drive the client experience and support transactions.
• Collaborate with specialists in small business, lending, and investments.

Skills

Enthusiastic self-starter

Strong work ethic

Relationship building

Client-focused

Effective communicator

Adaptability

Sales mindset

Education

High School Diploma / GED

Bachelor's Degree in business/finance

Job description

Bank of America is seeking a customer-facing associate to educate clients on mobile, online, and ATM self-service options while processing cash transactions with accuracy and care. You will build trusted relationships, understand clients' financial goals, and guide them to suitable solutions in a fast-paced, in-branch environment.

The role emphasizes delivering an excellent client experience, adherence to laws and policies, and collaboration with specialists in lending and investments.