Client-Centric Relationship Banker: Grow Financial Lives

Bank of America; Florida; On-site; USD 32,000 - 52,000; Full time

Job summary

Bank of America is seeking a Client Service Associate to engage clients in the lobby, educate on self-service options, and accurately process cash transactions as needed. You will build relationships, understand financial goals, and connect clients to solutions that meet their needs.

The role requires a proactive communicator who can handle cash responsibilities, work with the team, and adapt to new technology platforms while complying with laws and bank policies.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates effectively to build and nurture relationships.
• Able to educate clients on self-service banking platforms.
• Strong critical thinking and problem-solving skills.
• Learns and adapts to new information and technology.
• Comfortable with completing transactions via ATM, online, and mobile banking.
• Follows established processes to act in client's and bank's best interest.
• Effective time management and capacity handling.
• Willing to work weekends or extended hours as needed.

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 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.
• Manages cash responsibilities.

Skills

Self-motivation

Relationship building

Client focus

Effective communication

Problem solving

Adaptability

Self-service tech

Time management

Work flexibility

Regulatory awareness

Education

Bachelor's Degree or similar

Business/Finance degree relevance

Job description

Bank of America is seeking a Client Service Associate to engage clients in the lobby, educate on self-service options, and accurately process cash transactions as needed. You will build relationships, understand financial goals, and connect clients to solutions that meet their needs.

The role requires a proactive communicator who can handle cash responsibilities, work with the team, and adapt to new technology platforms while complying with laws and bank policies.