Client Experience Advisor - Banking

Bank of America Corporation; Florida; On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America Corporation in the United States is seeking a client-focused lobby associate to educate and assist customers with self-service banking options, including mobile, online, and ATM transactions. You will accurately process cash transactions and engage clients to understand their financial priorities.

The role emphasizes building rapport, delivering solutions, and maintaining compliance with laws and regulations while supporting an excellent client experience.

Qualifications

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
• Collaborates effectively to get things done, building and nurturing strong relationships
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
• Is confident in identifying solutions for new and existing clients based on their needs
• Communicates effectively and confidently and is comfortable engaging all clients
• Has the ability to learn and adapt to new information and technology platforms
• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies
• Applies strong critical thinking and problem-solving skills to meet clients' needs
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Efficiently manages time and capacity
• Focuses on results while acting in the best interest of the client
• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance

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

Adaptability

Customer Focus

Problem Solving

Communication Skills

Relationship Building

Time Management

Education

High School Diploma

Job description

Bank of America Corporation in the United States is seeking a client-focused lobby associate to educate and assist customers with self-service banking options, including mobile, online, and ATM transactions. You will accurately process cash transactions and engage clients to understand their financial priorities.

The role emphasizes building rapport, delivering solutions, and maintaining compliance with laws and regulations while supporting an excellent client experience.