Client-Centric Banking Advisor — Growth & Solutions

NBMBAA; Orlando (FL); On-site; USD 42,000 - 62,000; Full time

Job summary

Bank of America is seeking a client-focused teammate to serve as the first point of contact for financial center clients, helping to uncover personal banking needs of both individuals and small business clients, offering appropriate solutions, and connecting clients to specialists. This role emphasizes proactive outreach and exceptional client care.

The position involves partnering with teams, educating clients on self-service options, and delivering accurate, compliant service to meet clients'

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• 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, commitment and drive to deliver an experience that improves clients' financial lives.
• Confident in identifying solutions for helping new and existing clients based on their needs.

Responsibilities

• Partners with teams to provide financial center clients with consumer and small business solutions and services.
• Assists, educates, and trains clients on self-service transactions.
• Leverages resources and technologies to optimize the client experience and operational excellence.
• Adheres to processes, laws, and guidelines in day-to-day activities such as opening accounts.
• Manages client interactions and complies with regulatory requirements.

Skills

Active Listening

Oral Communications

Problem Solving

Client Management

Relationship Building

Account Management

Prospecting

Pipeline Management

Referral Management

Education

High School Diploma / GED

Associate's or Bachelor's in business/finance (desired)

Tools

Microsoft Office

Job description

Bank of America is seeking a client-focused teammate to serve as the first point of contact for financial center clients, helping to uncover personal banking needs of both individuals and small business clients, offering appropriate solutions, and connecting clients to specialists. This role emphasizes proactive outreach and exceptional client care.

The position involves partnering with teams, educating clients on self-service options, and delivering accurate, compliant service to meet clients'