Client Experience Banker & Financial Solutions Advisor

Bank of America; Sunset (FL); On-site; USD 30,000 - 46,000; Full time

Job summary

Bank of America is seeking a client-focused professional to engage clients in the lobby, educate them, and assist with transactions via self-service options. You will process cash transactions accurately, conduct in-depth conversations to understand financial goals, and connect clients to suitable solutions.

The role emphasizes building relationships, driving the client experience, and collaborating with specialists across lending, investments, and small business services.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus.
• Able to collaborate to achieve goals and build strong relationships.
• Passionate about delivering an experience that improves clients' financial lives.
• Capable of identifying solutions for new and existing clients based on their needs.
• Effective communicator and comfortable engaging all clients.
• Curious and able to learn new information and technology platforms.
• Confident in educating clients on basic banking tasks via self-service channels.
• Strong critical thinking and problem-solving skills.
• Adheres to processes and laws.
• Efficient time and capacity management.
• Willing to work weekends or extended hours across locations.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes to do what is right for clients and the bank
• Grows business knowledge by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls
• Drives the client experience
• Manages cash responsibilities

Skills

Adaptability

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development Pipeline

Prospecting

Referral Identification

Referral Management

Education

Bachelor's Degree in a business-related field

Associate’s Degree in business management, business administration or finance

Job description

Bank of America is seeking a client-focused professional to engage clients in the lobby, educate them, and assist with transactions via self-service options. You will process cash transactions accurately, conduct in-depth conversations to understand financial goals, and connect clients to suitable solutions.

The role emphasizes building relationships, driving the client experience, and collaborating with specialists across lending, investments, and small business services.